Genesee Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Genesee Capital Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Buy	12,855 +434	+3%	+$44.6K	0.42%	50
2026 Q1	$1.21M	Hold	12,421	–	–	0.51%	47
2025 Q4	$1.19M	Buy	12,421 +4,927	+66%	+$467K	0.48%	50
2025 Q3	$700K	Sell	7,494 -1,163	-13%	-$106K	0.3%	65
2025 Q2	$774K	Buy	8,657 +120	+1%	+$10.2K	0.35%	66
2025 Q1	$698K	Hold	8,537	–	–	0.35%	70
2024 Q4	$645K	Buy	+8,537	New	+$676K	0.3%	68
2021 Q3	–	Sell	-9	Closed	-$1K	–	117
2021 Q2	$1K	Buy	+9	New	+$715	﹤0.01%	42

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Genesee Capital Advisors's EFA Position: Q2 2026 in Review

Genesee Capital Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 3.5% in Q2 2026, buying an estimated $44.6K and bringing the position to 12,855 shares worth $1.34M. The position accounts for 0.42% of the portfolio, ranked #50.

Genesee Capital Advisors first reported a position in EFA in Q2 2021 and has held it in 8 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Genesee Capital Advisors held 12,855 shares of iShares MSCI EAFE ETF worth $1.34M as of Q2 2026.
Genesee Capital Advisors bought 434 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $44.6K.
iShares MSCI EAFE ETF made up 0.42% of Genesee Capital Advisors's portfolio in Q2 2026, its #50 holding.
Genesee Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 8 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.