Gen-Wealth Partners
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
Q3 		$196K Hold
2,021
– – 0.06% 224
2026
Q2 		$195K Hold
2,021
– – 0.05% 245
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

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Gen-Wealth Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 2,021 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #224.

Gen-Wealth Partners first reported a position in IEFA in Q2 2025 and has held it in 6 quarters since. 2,033 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Gen-Wealth Partners held 2,021 shares of iShares Core MSCI EAFE ETF worth $196K as of Q3 2026.
  • Gen-Wealth Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.06% of Gen-Wealth Partners's portfolio in Q3 2026, its #224 holding.
  • Gen-Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
  • 2,033 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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