Genesis Wealth Advisors’s iShares MSCI South Africa ETF EZA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
$11.5K Hold
175
0.01% 336
2015
Q1
$12K Hold
175
0.01% 336
2014
Q4
$12.3K Buy
+175
New +$11.5K 0.01% 359

Other funds holding EZA

Genesis Wealth Advisors's EZA Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares MSCI South Africa ETF (EZA) position steady in Q2 2015 at 175 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #336.

Genesis Wealth Advisors first reported a position in EZA in Q4 2014 and has held it in 3 quarters since. The position peaked at $12.3K in Q4 2014. 72 funds tracked by Wall St. Rank hold EZA as of Q2 2015.

  • Genesis Wealth Advisors held 175 shares of iShares MSCI South Africa ETF worth $11.5K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares MSCI South Africa ETF share count unchanged in Q2 2015.
  • iShares MSCI South Africa ETF made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #336 holding.
  • Genesis Wealth Advisors first reported a position in iShares MSCI South Africa ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares MSCI South Africa ETF position peaked at $12.3K in Q4 2014.
  • 72 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.