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Genesis Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Genesis Private Wealth’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
Q2 		$7.54M Buy
78,081
+4,003
+5% +$385K 2.12% 13
2026
Q1 		$6.71M Buy
74,078
+1,983
+3% +$185K 2.11% 14
2025
Q4 		$6.45M Buy
+72,095
New +$6.38M 2% 15

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Genesis Private Wealth's IEFA Position: Q2 2026 in Review

Genesis Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.4% in Q2 2026, buying an estimated $385K and bringing the position to 78,081 shares worth $7.54M. The position accounts for 2.12% of the portfolio, ranked #13.

Genesis Private Wealth first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 634 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Genesis Private Wealth held 78,081 shares of iShares Core MSCI EAFE ETF worth $7.54M as of Q2 2026.
  • Genesis Private Wealth bought 4,003 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $385K.
  • iShares Core MSCI EAFE ETF made up 2.12% of Genesis Private Wealth's portfolio in Q2 2026, its #13 holding.
  • Genesis Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.