Geneos Wealth Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Geneos Wealth Management’s Portfolio EWD Stock Details EWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.55K	Hold	51	–	–	﹤0.01%	2296
2026 Q1	$2.48K	Hold	51	–	–	﹤0.01%	2280
2025 Q4	$2.51K	Hold	51	–	–	﹤0.01%	2283
2025 Q3	$2.41K	Sell	51 -33,721	-100%	-$1.56M	﹤0.01%	2291
2025 Q2	$1.54M	Buy	33,772 +194	+0.6%	+$8.51K	0.04%	422
2025 Q1	$1.41M	Buy	33,578 +33,527	+65,739%	+$1.41M	0.05%	376
2024 Q4	$1.9K	Hold	51	–	–	﹤0.01%	2609
2024 Q3	$2.21K	Hold	51	–	–	﹤0.01%	2277
2024 Q2	$2.05K	Sell	51 -1,023	-95%	-$41.3K	﹤0.01%	1883
2024 Q1	$42.9K	Buy	+1,074	New	+$41.5K	﹤0.01%	1123
2018 Q4	–	Sell	-210	Closed	-$6K	–	2409
2018 Q3	$6K	Hold	210	–	–	﹤0.01%	2008
2018 Q2	$6K	Hold	210	–	–	﹤0.01%	1866
2018 Q1	$7K	Hold	210	–	–	﹤0.01%	1756
2017 Q4	$7K	Buy	210 +182	+650%	+$6.36K	﹤0.01%	1730
2017 Q3	$1K	Buy	+28	New	+$969	﹤0.01%	2036

Other funds holding EWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DV Equities Chicago, Illinois $698M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geneos Wealth Management held its iShares MSCI Sweden ETF (EWD) position steady in Q2 2026 at 51 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Geneos Wealth Management first reported a position in EWD in Q3 2017 and has held it in 15 quarters since. The position peaked at $1.54M in Q2 2025. 91 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

Geneos Wealth Management held 51 shares of iShares MSCI Sweden ETF worth $2.55K as of Q2 2026.
Geneos Wealth Management left its iShares MSCI Sweden ETF share count unchanged in Q2 2026.
iShares MSCI Sweden ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2296 holding.
Geneos Wealth Management first reported a position in iShares MSCI Sweden ETF in Q3 2017 and has held it in 15 quarters since.
Geneos Wealth Management's iShares MSCI Sweden ETF position peaked at $1.54M in Q2 2025.
91 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

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