GWA
Genesis Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.56M | Sell |
17,414
-50
| -0.3% | -$4.47K | 1.17% | 20 |
|
2025
Q1 | $1.43M | Sell |
17,464
-50
| -0.3% | -$4.09K | 1.16% | 22 |
|
2024
Q4 | $1.32M | Buy |
+17,514
| New | +$1.32M | 1.15% | 23 |
|
2015
Q2 | $6.7M | Sell |
105,578
-907
| -0.9% | -$57.6K | 5.45% | 3 |
|
2015
Q1 | $6.88M | Sell |
106,485
-20,178
| -16% | -$1.3M | 5.72% | 3 |
|
2014
Q4 | $8.26M | Buy |
+126,663
| New | +$8.26M | 6.56% | 3 |
|