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Geneos Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

Geneos Wealth Management’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-720
Closed -$30.6K – 2502
2025
Q4 		$30.6K Buy
+720
New +$29.8K ﹤0.01% 1575
2025
Q3 		– Sell
-38,013
Closed -$1.61M – 2717
2025
Q2 		$1.61M Sell
38,013
-2,955
-7% -$118K 0.04% 413
2025
Q1 		$1.52M Buy
+40,968
New +$1.46M 0.05% 360
2024
Q3 		– Sell
-77,368
Closed -$2.37M – 2576
2024
Q2 		$2.37M Sell
77,368
-3,059
-4% -$95.6K 0.11% 219
2024
Q1 		$2.55M Buy
+80,427
New +$2.41M 0.12% 210
2022
Q4 		– Sell
-1,170
Closed -$23K – 2041
2022
Q3 		$23K Sell
1,170
-77,509
-99% -$1.73M ﹤0.01% 1271
2022
Q2 		$1.81M Buy
+78,679
New +$2.05M 0.09% 222
2022
Q1 		– Sell
-61,630
Closed -$2.02M – 2814
2021
Q4 		$2.02M Buy
61,630
+8,043
+15% +$267K 0.08% 251
2021
Q3 		$1.76M Sell
53,587
-444
-0.8% -$15.3K 0.07% 266
2021
Q2 		$1.88M Buy
54,031
+5,347
+11% +$188K 0.07% 250
2021
Q1 		$1.69M Buy
48,684
+28
+0.1% +$914 0.05% 313
2020
Q4 		$1.61M Buy
+48,656
New +$1.46M 0.06% 264
2018
Q4 		– Sell
-278
Closed -$8K – 2410
2018
Q3 		$8K Buy
278
+53
+24% +$1.61K ﹤0.01% 1915
2018
Q2 		$6K Hold
225
– – ﹤0.01% 1867
2018
Q1 		$7K Sell
225
-2,590
-92% -$86.2K ﹤0.01% 1757
2017
Q4 		$92K Buy
2,815
+181
+7% +$5.96K 0.01% 772
2017
Q3 		$85K Sell
2,634
-269
-9% -$8.36K 0.01% 748
2017
Q2 		$87K Sell
2,903
-56
-2% -$1.69K 0.01% 728
2017
Q1 		$85K Hold
2,959
– – 0.01% 708
2016
Q4 		$78K Sell
2,959
-534
-15% -$13.7K 0.01% 680
2016
Q3 		$91K Sell
3,493
-1,310
-27% -$33.6K 0.01% 628
2016
Q2 		$115K Sell
4,803
-1,272
-21% -$32.5K 0.02% 555
2016
Q1 		$155K Buy
+6,075
New +$148K 0.02% 481

Other funds holding EWG

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Geneos Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q1 2026, closing a stake of 720 shares — an estimated $30.6K sold.

Geneos Wealth Management first reported a position in EWG in Q1 2016 and held it in 23 quarters. The position peaked at $2.55M in Q1 2024. 210 funds tracked by Wall St. Rank hold EWG as of Q1 2026.

  • Geneos Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 720 iShares MSCI Germany ETF shares in Q1 2026, an estimated $30.6K.
  • Geneos Wealth Management first reported a position in iShares MSCI Germany ETF in Q1 2016 and held it in 23 quarters.
  • Geneos Wealth Management's iShares MSCI Germany ETF position peaked at $2.55M in Q1 2024.
  • 210 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2026.

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