Genesis Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$701K Hold
2025
Q2
$671K Sell
2025
Q1
$687K Sell
2024
Q4
$685K Buy
2015
Q2
$5.34M Buy
2015
Q1
$3.37M Buy
2014
Q4
$27.2K Buy