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Genesis Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Genesis Financial Group’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 		$5.99M Sell
57,666
-5,529
-9% -$569K 3.9% 8
2026
Q1 		$6.14M Buy
63,195
+393
+0.6% +$39.3K 3.88% 7
2025
Q4 		$6.03M Buy
+62,802
New +$5.96M 3.5% 6

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Genesis Financial Group's EFA Position: Q2 2026 in Review

Genesis Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 8.7% in Q2 2026, selling an estimated $569K and leaving 57,666 shares worth $5.99M. The position accounts for 3.9% of the portfolio, ranked #8.

Genesis Financial Group first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.14M in Q1 2026. 2,269 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Genesis Financial Group held 57,666 shares of iShares MSCI EAFE ETF worth $5.99M as of Q2 2026.
  • Genesis Financial Group sold 5,529 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $569K.
  • iShares MSCI EAFE ETF made up 3.9% of Genesis Financial Group's portfolio in Q2 2026, its #8 holding.
  • Genesis Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Genesis Financial Group's iShares MSCI EAFE ETF position peaked at $6.14M in Q1 2026.
  • 2,269 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.