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Geneos Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Geneos Wealth Management’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-130
Closed -$2K – 2552
2019
Q3 		$2K Hold
130
– – ﹤0.01% 2298
2019
Q2 		$3K Buy
+130
New +$3.36K ﹤0.01% 2217
2017
Q1 		– Sell
-250
Closed -$4K – 2081
2016
Q4 		$4K Hold
250
– – ﹤0.01% 1683
2016
Q3 		$5K Sell
250
-2,662
-91% -$56.1K ﹤0.01% 1560
2016
Q2 		$57K Sell
2,912
-1,497
-34% -$29.3K 0.01% 757
2016
Q1 		$86K Buy
+4,409
New +$80.7K 0.01% 633

Other funds holding EWH

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Geneos Wealth Management's EWH Position: Q4 2019 in Review

Geneos Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2019, closing a stake of 130 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in EWH in Q1 2016 and held it in 6 quarters. The position peaked at $86K in Q1 2016. 160 funds tracked by Wall St. Rank hold EWH as of Q4 2019.

  • Geneos Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 130 iShares MSCI Hong Kong ETF shares in Q4 2019, an estimated $2K.
  • Geneos Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q1 2016 and held it in 6 quarters.
  • Geneos Wealth Management's iShares MSCI Hong Kong ETF position peaked at $86K in Q1 2016.
  • 160 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2019.

Based on Geneos Wealth Management's 13F filing for Q4 2019, filed 7 Sep 2021.