GWP
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Gen-Wealth Partners's EFA Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 9,919 shares worth $1.03M. The position accounts for 0.29% of the portfolio, ranked #79.

Gen-Wealth Partners first reported a position in EFA in Q1 2024 and has held it in 10 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Gen-Wealth Partners held 9,919 shares of iShares MSCI EAFE ETF worth $1.03M as of Q2 2026.
  • Gen-Wealth Partners left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.29% of Gen-Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Gen-Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.