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Geneos Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

Geneos Wealth Management’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$104K Hold
1,800
– – ﹤0.01% 1194
2026
Q1 		$98.6K Sell
1,800
-383
-18% -$21.3K ﹤0.01% 1181
2025
Q4 		$118K Buy
+2,183
New +$113K ﹤0.01% 1098
2023
Q1 		– Sell
-148
Closed -$4.84K – 2059
2022
Q4 		$4.84K Hold
148
– – ﹤0.01% 1712
2022
Q3 		$4K Sell
148
-600
-80% -$20.4K ﹤0.01% 1733
2022
Q2 		$25K Hold
748
– – ﹤0.01% 1586
2022
Q1 		$30K Buy
748
+148
+25% +$5.72K ﹤0.01% 1604
2021
Q4 		$23K Hold
600
– – ﹤0.01% 1814
2021
Q3 		$21K Hold
600
– – ﹤0.01% 1893
2021
Q2 		$22K Sell
600
-10,691
-95% -$391K ﹤0.01% 1867
2021
Q1 		$402K Sell
11,291
-66
-0.6% -$2.16K 0.01% 689
2020
Q4 		$20K Buy
11,357
+10,686
+1,593% +$313K ﹤0.01% 1903
2020
Q3 		$18K Sell
671
-60
-8% -$1.66K ﹤0.01% 1695
2020
Q2 		$18K Buy
731
+1
+0.1% +$24 ﹤0.01% 1660
2020
Q1 		$15K Hold
730
– – ﹤0.01% 1627
2019
Q4 		$21K Buy
730
+1
+0.1% +$29 ﹤0.01% 1655
2019
Q3 		$21K Hold
729
– – ﹤0.01% 1571
2019
Q2 		$20K Buy
729
+60
+9% +$1.69K ﹤0.01% 1620
2019
Q1 		$18K Sell
669
-7
-1% -$189 ﹤0.01% 1619
2018
Q4 		$16K Buy
676
+1
+0.1% +$26 ﹤0.01% 1590
2018
Q3 		$19K Buy
675
+75
+13% +$2.16K ﹤0.01% 1587
2018
Q2 		$17K Hold
600
– – ﹤0.01% 1516
2018
Q1 		$16K Sell
600
-867
-59% -$24.9K ﹤0.01% 1474
2017
Q4 		$43K Sell
1,467
-8
-0.5% -$233 ﹤0.01% 1067
2017
Q3 		$42K Hold
1,475
– – ﹤0.01% 1033
2017
Q2 		$39K Sell
1,475
-3,902
-73% -$103K ﹤0.01% 1023
2017
Q1 		$158K Sell
5,377
-19,967
-79% -$539K 0.02% 535
2016
Q4 		$662K Buy
25,344
+21,000
+483% +$542K 0.09% 211
2016
Q3 		$111K Sell
4,344
-23,042
-84% -$584K 0.01% 575
2016
Q2 		$649K Buy
27,386
+1,050
+4% +$25.7K 0.09% 199
2016
Q1 		$621K Buy
+26,336
New +$564K 0.09% 206

Other funds holding EWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Geneos Wealth Management's EWC Position: Q2 2026 in Review

Geneos Wealth Management held its iShares MSCI Canada ETF (EWC) position steady in Q2 2026 at 1,800 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Geneos Wealth Management first reported a position in EWC in Q1 2016 and has held it in 31 quarters since. The position peaked at $662K in Q4 2016. 390 funds tracked by Wall St. Rank hold EWC as of Q2 2026.

  • Geneos Wealth Management held 1,800 shares of iShares MSCI Canada ETF worth $104K as of Q2 2026.
  • Geneos Wealth Management left its iShares MSCI Canada ETF share count unchanged in Q2 2026.
  • iShares MSCI Canada ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1194 holding.
  • Geneos Wealth Management first reported a position in iShares MSCI Canada ETF in Q1 2016 and has held it in 31 quarters since.
  • Geneos Wealth Management's iShares MSCI Canada ETF position peaked at $662K in Q4 2016.
  • 390 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.