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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.44M	Buy	19,588 +1,928	+11%	+$232K	0.68%	39
2026 Q1	$1.97M	Buy	17,660 +4,101	+30%	+$482K	0.62%	46
2025 Q4	$1.54M	Sell	13,559 -2,985	-18%	-$342K	0.5%	52
2025 Q3	$1.88M	Sell	16,544 -17,290	-51%	-$1.93M	0.64%	36
2025 Q2	$3.79M	Buy	33,834 +629	+2%	+$66.3K	1.46%	9
2025 Q1	$3.32M	Sell	33,205 -24,274	-42%	-$2.47M	1.39%	8
2024 Q4	$5.57M	Buy	57,479 +4,439	+8%	+$451K	2.39%	6
2024 Q3	$5.4M	Buy	53,040 +3,017	+6%	+$313K	2.36%	6
2024 Q2	$5.12M	Buy	50,023 +13,569	+37%	+$1.39M	2.47%	6
2024 Q1	$3.78M	Buy	+36,454	New	+$3.63M	1.88%	7

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Gen-Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 11% in Q2 2026, buying an estimated $232K and bringing the position to 19,588 shares worth $2.44M. The position accounts for 0.68% of the portfolio, ranked #39.

Gen-Wealth Partners first reported a position in EFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.57M in Q4 2024. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Gen-Wealth Partners held 19,588 shares of iShares MSCI EAFE Growth ETF worth $2.44M as of Q2 2026.
Gen-Wealth Partners bought 1,928 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $232K.
iShares MSCI EAFE Growth ETF made up 0.68% of Gen-Wealth Partners's portfolio in Q2 2026, its #39 holding.
Gen-Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $5.57M in Q4 2024.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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