Genesis Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Sell |
8,034
-1,049
| -12% | -$87.6K | 0.5% | 26 |
|
|
2025
Q1 | $687K | Sell |
9,083
-670
| -7% | -$50.7K | 0.56% | 26 |
|
|
2024
Q4 | $685K | Buy |
+9,753
| New | +$685K | 0.6% | 28 |
|
|
2015
Q2 | $5.34M | Buy |
91,550
+34,307
| +60% | +$2M | 4.34% | 6 |
|
|
2015
Q1 | $3.37M | Buy |
57,243
+56,785
| +12,398% | +$3.34M | 2.8% | 9 |
|
|
2014
Q4 | $27.2K | Buy |
+458
| New | +$27.2K | 0.02% | 286 |
|