Genesis Wealth Advisors, LLC IQLT Holdings History
Genesis Wealth Advisors, LLC's iShares MSCI Intl Quality Factor ETF Holding Summary
As of 2025-03-31, Genesis Wealth Advisors, LLC held 149,858.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $5.95 Mil. This investment constitutes 4.82% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0.06% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.
The initial trade took place in 2024Q4. And since then Genesis Wealth Advisors, LLC has made 2 purchases of IQLT, at an average price of $39.11, for a total of 149,858.00 shares. Based on historical transaction data and IQLT's current price of $42.69, Genesis Wealth Advisors, LLC's estimated gain on his IQLT holdings is $537,119.40, reflecting a 9.17% gain to date.
Genesis Wealth Advisors, LLC IQLT ($42.69) Holding Chart
Genesis Wealth Advisors, LLC IQLT ($42.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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