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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
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

Gen-Wealth Partners held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 2,245 shares worth $197K. The position accounts for 0.05% of the portfolio, ranked #244.

Gen-Wealth Partners first reported a position in EFAV in Q1 2024 and has held it in 10 quarters since. The position peaked at $205K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Gen-Wealth Partners held 2,245 shares of iShares MSCI EAFE Min Vol Factor ETF worth $197K as of Q2 2026.
  • Gen-Wealth Partners left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.05% of Gen-Wealth Partners's portfolio in Q2 2026, its #244 holding.
  • Gen-Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $205K in Q1 2026.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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