Geneos Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-76	Closed	-$2K	–	2411
2018 Q3	$2K	Buy	+76	New	+$2.6K	﹤0.01%	2251
2017 Q4	–	Sell	-76	Closed	-$2K	–	2175
2017 Q3	$2K	Sell	76 -377	-83%	-$13K	﹤0.01%	1964
2017 Q2	$15K	Sell	453 -128	-22%	-$4.33K	﹤0.01%	1378
2017 Q1	$18K	Sell	581 -2	-0.3%	-$62	﹤0.01%	1266
2016 Q4	$17K	Sell	583 -242	-29%	-$7.06K	﹤0.01%	1245
2016 Q3	$25K	Sell	825 -1,062	-56%	-$32.1K	﹤0.01%	1047
2016 Q2	$56K	Sell	1,887 -983	-34%	-$29.7K	0.01%	767
2016 Q1	$84K	Buy	+2,870	New	+$83.4K	0.01%	639

Other funds holding EWL

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Geneos Wealth Management's EWL Position: Q4 2018 in Review

Geneos Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2018, closing a stake of 76 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in EWL in Q1 2016 and held it in 8 quarters. The position peaked at $84K in Q1 2016. 131 funds tracked by Wall St. Rank hold EWL as of Q4 2018.

Geneos Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q4 2018 after selling out during the quarter.
Geneos Wealth Management sold 76 iShares MSCI Switzerland ETF shares in Q4 2018, an estimated $2K.
Geneos Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q1 2016 and held it in 8 quarters.
Geneos Wealth Management's iShares MSCI Switzerland ETF position peaked at $84K in Q1 2016.
131 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.