GWP
IEFA icon

Gen-Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gen-Wealth Partners’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$183K Hold
2,021
– – 0.06% 256
2025
Q4 		$181K Hold
2,021
– – 0.06% 271
2025
Q3 		$176K Buy
2,021
+595
+42% +$50.6K 0.06% 255
2025
Q2 		$119K Buy
+1,426
New +$113K 0.05% 266

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Gen-Wealth Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 2,021 shares worth $183K. The position accounts for 0.06% of the portfolio, ranked #256.

Gen-Wealth Partners first reported a position in IEFA in Q2 2025 and has held it in 4 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Gen-Wealth Partners held 2,021 shares of iShares Core MSCI EAFE ETF worth $183K as of Q1 2026.
  • Gen-Wealth Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.06% of Gen-Wealth Partners's portfolio in Q1 2026, its #256 holding.
  • Gen-Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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