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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gen-Wealth Partners's EFA Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 0.39% in Q1 2026, selling an estimated $3.9K and leaving 9,919 shares worth $963K. The position accounts for 0.3% of the portfolio, ranked #68.

Gen-Wealth Partners first reported a position in EFA in Q1 2024 and has held it in 9 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Gen-Wealth Partners held 9,919 shares of iShares MSCI EAFE ETF worth $963K as of Q1 2026.
Gen-Wealth Partners sold 39 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.9K.
iShares MSCI EAFE ETF made up 0.3% of Gen-Wealth Partners's portfolio in Q1 2026, its #68 holding.
Gen-Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.