Gen-Wealth Partners
EFA icon

Gen-Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Gen-Wealth Partners’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.03M Hold
9,919
– – 0.29% 80
2026
Q2 		$1.03M Hold
9,919
– – 0.29% 79
2026
Q1 		$963K Sell
9,919
-39
-0.4% -$3.9K 0.3% 68
2025
Q4 		$956K Hold
9,958
– – 0.31% 66
2025
Q3 		$930K Hold
9,958
– – 0.31% 77
2025
Q2 		$890K Buy
9,958
+28
+0.3% +$2.39K 0.34% 80
2025
Q1 		$812K Buy
9,930
+7,040
+244% +$567K 0.34% 80
2024
Q4 		$219K Hold
2,890
– – 0.09% 203
2024
Q3 		$230K Hold
2,890
– – 0.1% 203
2024
Q2 		$226K Hold
2,890
– – 0.11% 186
2024
Q1 		$231K Buy
+2,890
New +$221K 0.11% 187

Other funds holding EFA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Gen-Wealth Partners's EFA Position: Q3 2026 in Review

Gen-Wealth Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 9,919 shares worth $1.03M. The position accounts for 0.29% of the portfolio, ranked #80.

Gen-Wealth Partners first reported a position in EFA in Q1 2024 and has held it in 11 quarters since. 1,534 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Gen-Wealth Partners held 9,919 shares of iShares MSCI EAFE ETF worth $1.03M as of Q3 2026.
  • Gen-Wealth Partners left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.29% of Gen-Wealth Partners's portfolio in Q3 2026, its #80 holding.
  • Gen-Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,534 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.