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Geneos Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

Geneos Wealth Management’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9K Hold
500
– – ﹤0.01% 1901
2025
Q4 		$13.1K Sell
500
-70,177
-99% -$1.86M ﹤0.01% 1880
2025
Q3 		$1.91M Buy
70,677
+12,714
+22% +$339K 0.05% 355
2025
Q2 		$1.53M Buy
57,963
+56,963
+5,696% +$1.42M 0.04% 426
2025
Q1 		$23.4K Buy
1,000
+500
+100% +$12.1K ﹤0.01% 2260
2024
Q4 		$11.9K Hold
500
– – ﹤0.01% 1980
2024
Q3 		$13.6K Hold
500
– – ﹤0.01% 1712
2024
Q2 		$12.2K Hold
500
– – ﹤0.01% 1498
2024
Q1 		$12.3K Hold
500
– – ﹤0.01% 1502
2023
Q4 		$12.2K Hold
500
– – ﹤0.01% 1497
2023
Q3 		$10.8K Hold
500
– – ﹤0.01% 1545
2023
Q2 		$11.3K Hold
500
– – ﹤0.01% 1545
2023
Q1 		$11.5K Hold
500
– – ﹤0.01% 1511
2022
Q4 		$11.1K Sell
500
-65
-12% -$1.41K ﹤0.01% 1502
2022
Q3 		$11K Sell
565
-235
-29% -$5.11K ﹤0.01% 1486
2022
Q2 		$16K Hold
800
– – ﹤0.01% 1776
2022
Q1 		$21K Hold
800
– – ﹤0.01% 1777
2021
Q4 		$19K Buy
800
+500
+167% +$12.7K ﹤0.01% 1906
2021
Q3 		$7K Hold
300
– – ﹤0.01% 2344
2021
Q2 		$7K Hold
300
– – ﹤0.01% 2330
2021
Q1 		$7K Hold
300
– – ﹤0.01% 2527
2020
Q4 		$7K Hold
300
– – ﹤0.01% 2357
2020
Q3 		$5K Hold
300
– – ﹤0.01% 2165
2020
Q2 		$5K Hold
300
– – ﹤0.01% 2137
2020
Q1 		$4K Sell
300
-16,963
-98% -$347K ﹤0.01% 2091
2019
Q4 		$392K Sell
17,263
-1,781
-9% -$40.1K 0.02% 493
2019
Q3 		$424K Sell
19,044
-172
-0.9% -$3.8K 0.03% 447
2019
Q2 		$433K Sell
19,216
-494
-3% -$10.8K 0.03% 441
2019
Q1 		$424K Sell
19,710
-6,555
-25% -$137K 0.03% 440
2018
Q4 		$518K Sell
26,265
-2,159
-8% -$44.3K 0.04% 361
2018
Q3 		$628K Buy
28,424
+1,852
+7% +$41.7K 0.04% 337
2018
Q2 		$602K Sell
26,572
-1,708
-6% -$38.4K 0.05% 294
2018
Q1 		$622K Buy
28,280
+7,421
+36% +$171K 0.05% 271
2017
Q4 		$483K Buy
20,859
+5,099
+32% +$116K 0.04% 323
2017
Q3 		$355K Buy
15,760
+6,021
+62% +$135K 0.04% 369
2017
Q2 		$211K Sell
9,739
-36,692
-79% -$806K 0.02% 485
2017
Q1 		$1.08M Buy
46,431
+18,049
+64% +$394K 0.11% 167
2016
Q4 		$574K Buy
28,382
+1,752
+7% +$36.1K 0.08% 224
2016
Q3 		$556K Buy
26,630
+2,665
+11% +$54.4K 0.07% 230
2016
Q2 		$470K Buy
23,965
+2,787
+13% +$54.4K 0.07% 253
2016
Q1 		$406K Buy
+21,178
New +$381K 0.06% 272

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
AGDI
Absolute Gestao de Investimentos Sao Paulo, Brazil $877M AUM 57.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Geneos Wealth Management's EWA Position: Q1 2026 in Review

Geneos Wealth Management held its iShares MSCI Australia ETF (EWA) position steady in Q1 2026 at 500 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Geneos Wealth Management first reported a position in EWA in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.91M in Q3 2025. 180 funds tracked by Wall St. Rank hold EWA as of Q1 2026.

  • Geneos Wealth Management held 500 shares of iShares MSCI Australia ETF worth $13.9K as of Q1 2026.
  • Geneos Wealth Management left its iShares MSCI Australia ETF share count unchanged in Q1 2026.
  • iShares MSCI Australia ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1901 holding.
  • Geneos Wealth Management first reported a position in iShares MSCI Australia ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's iShares MSCI Australia ETF position peaked at $1.91M in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.