Resurgent Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Resurgent Financial Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$292K	Buy	+3,224	New	+$301K	0.11%	209
2025 Q4	–	Sell	-2,686	Closed	-$235K	–	220
2025 Q3	$235K	Sell	2,686 -1,042	-28%	-$88.5K	0.12%	192
2025 Q2	$311K	Buy	3,728 +40	+1%	+$3.17K	0.17%	143
2025 Q1	$279K	Sell	3,688 -557	-13%	-$41.7K	0.17%	146
2024 Q4	$298K	Sell	4,245 -8,084	-66%	-$596K	0.18%	139
2024 Q3	$962K	Sell	12,329 -1,050	-8%	-$78.6K	0.56%	45
2024 Q2	$972K	Sell	13,379 -995	-7%	-$73.2K	0.6%	44
2024 Q1	$1.07M	Buy	14,374 +3,012	+27%	+$214K	0.57%	47
2023 Q4	$799K	Buy	11,362 +7,521	+196%	+$496K	0.49%	48
2023 Q3	$247K	Buy	3,841 +3,378	+730%	+$226K	0.17%	125
2023 Q2	$31.3K	Hold	463	–	–	0.02%	420
2023 Q1	$31K	Hold	463	–	–	0.02%	414
2022 Q4	$28.5K	Buy	+463	New	+$27.3K	0.02%	543

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Resurgent Financial Advisors's IEFA Position: Q1 2026 in Review

Resurgent Financial Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 3,224 shares worth $292K. The stake represents 0.11% of the portfolio and ranks #209 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in IEFA as recently as Q3 2025.

Resurgent Financial Advisors first reported a position in IEFA in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.07M in Q1 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Resurgent Financial Advisors held 3,224 shares of iShares Core MSCI EAFE ETF worth $292K as of Q1 2026.
iShares Core MSCI EAFE ETF was a new Resurgent Financial Advisors position in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.11% of Resurgent Financial Advisors's portfolio in Q1 2026, its #209 holding.
Resurgent Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 13 quarters since.
Resurgent Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $1.07M in Q1 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.