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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Gen-Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 30% in Q1 2026, buying an estimated $482K and bringing the position to 17,660 shares worth $1.97M. The position accounts for 0.62% of the portfolio, ranked #46.

Gen-Wealth Partners first reported a position in EFG in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.57M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Gen-Wealth Partners held 17,660 shares of iShares MSCI EAFE Growth ETF worth $1.97M as of Q1 2026.
Gen-Wealth Partners bought 4,101 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $482K.
iShares MSCI EAFE Growth ETF made up 0.62% of Gen-Wealth Partners's portfolio in Q1 2026, its #46 holding.
Gen-Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $5.57M in Q4 2024.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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