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

Genesis Wealth Advisors’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	$741K	Sell	7,669 -365	-5%	-$35.1K	0.44%	23
2026 Q1	$727K	Hold	8,034	–	–	0.49%	22
2025 Q4	$719K	Hold	8,034	–	–	0.49%	22
2025 Q3	$701K	Hold	8,034	–	–	0.49%	25
2025 Q2	$671K	Sell	8,034 -1,049	-12%	-$83.3K	0.5%	26
2025 Q1	$687K	Sell	9,083 -670	-7%	-$50.1K	0.56%	26
2024 Q4	$685K	Buy	+9,753	New	+$720K	0.6%	28
2015 Q2	$5.34M	Buy	91,550 +34,307	+60%	+$2.09M	4.34%	6
2015 Q1	$3.37M	Buy	57,243 +56,785	+12,398%	+$3.26M	2.8%	9
2014 Q4	$27.2K	Buy	+458	New	+$26K	0.02%	286

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Genesis Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q2 2026, selling an estimated $35.1K and leaving 7,669 shares worth $741K. The position accounts for 0.44% of the portfolio, ranked #23.

Genesis Wealth Advisors first reported a position in IEFA in Q4 2014 and has held it in 10 quarters since. The position peaked at $5.34M in Q2 2015. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Genesis Wealth Advisors held 7,669 shares of iShares Core MSCI EAFE ETF worth $741K as of Q2 2026.
Genesis Wealth Advisors sold 365 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $35.1K.
iShares Core MSCI EAFE ETF made up 0.44% of Genesis Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Genesis Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $5.34M in Q2 2015.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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