Gen-Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Gen-Wealth Partners’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$205K	Hold	2,245	–	–	0.06%	213
2026 Q2	$197K	Hold	2,245	–	–	0.05%	244
2026 Q1	$205K	Hold	2,245	–	–	0.06%	245
2025 Q4	$194K	Hold	2,245	–	–	0.06%	262
2025 Q3	$190K	Hold	2,245	–	–	0.06%	248
2025 Q2	$189K	Hold	2,245	–	–	0.07%	226
2025 Q1	$175K	Hold	2,245	–	–	0.07%	223
2024 Q4	$159K	Hold	2,245	–	–	0.07%	229
2024 Q3	$166K	Hold	2,245	–	–	0.07%	234
2024 Q2	$156K	Hold	2,245	–	–	0.08%	233
2024 Q1	$159K	Buy	+2,245	New	+$156K	0.08%	242

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Gen-Wealth Partners held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 2,245 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #213.

Gen-Wealth Partners first reported a position in EFAV in Q1 2024 and has held it in 11 quarters since. The position peaked at $205K in Q1 2026. 433 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

Gen-Wealth Partners held 2,245 shares of iShares MSCI EAFE Min Vol Factor ETF worth $205K as of Q3 2026.
Gen-Wealth Partners left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.06% of Gen-Wealth Partners's portfolio in Q3 2026, its #213 holding.
Gen-Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $205K in Q1 2026.
433 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

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