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 Q3	$2.53M	Buy	63,249 +4,485	+8%	+$183K	0.71%	32
2026 Q2	$2.44M	Buy	58,764 +5,784	+11%	+$232K	0.68%	39
2026 Q1	$1.97M	Buy	52,980 +12,303	+30%	+$482K	0.62%	46
2025 Q4	$1.54M	Sell	40,677 -8,955	-18%	-$342K	0.5%	52
2025 Q3	$1.88M	Sell	49,632 -51,870	-51%	-$1.93M	0.64%	36
2025 Q2	$3.79M	Buy	101,502 +1,887	+2%	+$66.3K	1.46%	9
2025 Q1	$3.32M	Sell	99,615 -72,822	-42%	-$2.47M	1.39%	8
2024 Q4	$5.57M	Buy	172,437 +13,317	+8%	+$451K	2.39%	6
2024 Q3	$5.4M	Buy	159,120 +9,051	+6%	+$313K	2.36%	6
2024 Q2	$5.12M	Buy	150,069 +40,707	+37%	+$1.39M	2.47%	6
2024 Q1	$3.78M	Buy	+109,362	New	+$3.63M	1.88%	7

Other funds holding EFG

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Gen-Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 7.6% in Q3 2026, buying an estimated $183K and bringing the position to 63,249 shares worth $2.53M. The position accounts for 0.71% of the portfolio, ranked #32.

Gen-Wealth Partners first reported a position in EFG in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.57M in Q4 2024. 666 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Gen-Wealth Partners held 63,249 shares of iShares MSCI EAFE Growth ETF worth $2.53M as of Q3 2026.
Gen-Wealth Partners bought 4,485 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $183K.
iShares MSCI EAFE Growth ETF made up 0.71% of Gen-Wealth Partners's portfolio in Q3 2026, its #32 holding.
Gen-Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $5.57M in Q4 2024.
666 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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