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VestGen Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

VestGen 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 		$3.25M Buy
31,542
+8,800
+39% +$880K 0.09% 208
2025
Q4 		$2.18M Sell
22,742
-2,142
-9% -$203K 0.09% 227
2025
Q3 		$2.32M Buy
24,884
+8,674
+54% +$789K 0.08% 230
2025
Q2 		$1.45M Buy
16,210
+117
+0.7% +$9.99K 0.06% 269
2025
Q1 		$1.32M Buy
+16,093
New +$1.3M 0.06% 270

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VestGen Advisors's EFA Position: Q1 2026 in Review

VestGen Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 39% in Q1 2026, buying an estimated $880K and bringing the position to 31,542 shares worth $3.25M. The position accounts for 0.09% of the portfolio, ranked #208.

VestGen Advisors first reported a position in EFA in Q1 2025 and has held it in 5 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • VestGen Advisors held 31,542 shares of iShares MSCI EAFE ETF worth $3.25M as of Q1 2026.
  • VestGen Advisors bought 8,800 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $880K.
  • iShares MSCI EAFE ETF made up 0.09% of VestGen Advisors's portfolio in Q1 2026, its #208 holding.
  • VestGen Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.