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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