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 Q2	$1.78M	Hold	17,174	–	–	1.07%	20
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 $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

Genesis Wealth Advisors's EFA Position: Q2 2026 in Review

Genesis Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 17,174 shares worth $1.78M. The position accounts for 1.07% of the portfolio, ranked #20.

Genesis Wealth Advisors first reported a position in EFA in Q4 2014 and has held it in 10 quarters since. The position peaked at $8.26M in Q4 2014. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Genesis Wealth Advisors held 17,174 shares of iShares MSCI EAFE ETF worth $1.78M as of Q2 2026.
Genesis Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 1.07% of Genesis Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Genesis Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's iShares MSCI EAFE ETF position peaked at $8.26M in Q4 2014.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.