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Geneos Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

Geneos Wealth Management’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-62
Closed -$1K – 2652
2020
Q2 		$1K Hold
62
– – ﹤0.01% 2455
2020
Q1 		$1K Hold
62
– – ﹤0.01% 2365
2019
Q4 		$1K Hold
62
– – ﹤0.01% 2458
2019
Q3 		$1K Hold
62
– – ﹤0.01% 2393
2019
Q2 		$1K Buy
+62
New +$1.71K ﹤0.01% 2395

Other funds holding EWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geneos Wealth Management's EWI Position: Q3 2020 in Review

Geneos Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q3 2020, closing a stake of 62 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in EWI in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 58 funds tracked by Wall St. Rank hold EWI as of Q3 2020.

  • Geneos Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q3 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 62 iShares MSCI Italy ETF shares in Q3 2020, an estimated $1K.
  • Geneos Wealth Management first reported a position in iShares MSCI Italy ETF in Q2 2019 and held it in 5 quarters.
  • Geneos Wealth Management's iShares MSCI Italy ETF position peaked at $1K in Q2 2020.
  • 58 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2020.

Based on Geneos Wealth Management's 13F filing for Q3 2020, filed 7 Sep 2021.