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Genus Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Genus Capital Management’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
2024
Q4 		– Sell
-4,543
Closed -$380K – 195
2024
Q3 		$380K Buy
4,543
+560
+14% +$45.1K 0.05% 158
2024
Q2 		$312K Buy
+3,983
New +$316K 0.04% 164
2024
Q1 		– Sell
-3,726
Closed -$281K – 259
2023
Q4 		$281K Buy
+3,726
New +$263K 0.04% 168

Other funds holding EFA

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Genus Capital Management's EFA Position: Q2 2026 in Review

Genus Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 7.3% in Q2 2026, selling an estimated $206K and leaving 25,391 shares worth $2.64M. The position accounts for 0.26% of the portfolio, ranked #102.

Genus Capital Management first reported a position in EFA in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.62M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Genus Capital Management held 25,391 shares of iShares MSCI EAFE ETF worth $2.64M as of Q2 2026.
  • Genus Capital Management sold 1,998 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $206K.
  • iShares MSCI EAFE ETF made up 0.26% of Genus Capital Management's portfolio in Q2 2026, its #102 holding.
  • Genus Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 9 quarters since.
  • Genus Capital Management's iShares MSCI EAFE ETF position peaked at $4.62M in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.