Genesis Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Genesis Wealth 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 Q1	$1.67M	Sell	17,174 -20	-0.1%	-$2K	1.11%	20
2025 Q4	$1.65M	Sell	17,194 -220	-1%	-$20.9K	1.13%	20
2025 Q3	$1.63M	Hold	17,414	–	–	1.15%	20
2025 Q2	$1.56M	Sell	17,414 -50	-0.3%	-$4.27K	1.17%	20
2025 Q1	$1.43M	Sell	17,464 -50	-0.3%	-$4.03K	1.16%	22
2024 Q4	$1.32M	Buy	+17,514	New	+$1.39M	1.15%	23
2015 Q2	$6.7M	Sell	105,578 -907	-0.9%	-$60.4K	5.45%	3
2015 Q1	$6.88M	Sell	106,485 -20,178	-16%	-$1.27M	5.72%	3
2014 Q4	$8.26M	Buy	+126,663	New	+$7.91M	6.56%	3

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Genesis Wealth Advisors's EFA Position: Q1 2026 in Review

Genesis Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.12% in Q1 2026, selling an estimated $2K and leaving 17,174 shares worth $1.67M. The position accounts for 1.11% of the portfolio, ranked #20.

Genesis Wealth Advisors first reported a position in EFA in Q4 2014 and has held it in 9 quarters since. The position peaked at $8.26M in Q4 2014. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Genesis Wealth Advisors held 17,174 shares of iShares MSCI EAFE ETF worth $1.67M as of Q1 2026.
Genesis Wealth Advisors sold 20 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $2K.
iShares MSCI EAFE ETF made up 1.11% of Genesis Wealth Advisors's portfolio in Q1 2026, its #20 holding.
Genesis Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 9 quarters since.
Genesis Wealth Advisors's iShares MSCI EAFE ETF position peaked at $8.26M in Q4 2014.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.