Geneos Wealth Management’s iShares MSCI Malaysia ETF EWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-965	Closed	-$27.4K	–	2500
2026 Q1	$27.4K	Hold	965	–	–	﹤0.01%	1658
2025 Q4	$26.4K	Hold	965	–	–	﹤0.01%	1629
2025 Q3	$25K	Hold	965	–	–	﹤0.01%	1641
2025 Q2	$23.5K	Hold	965	–	–	﹤0.01%	1956
2025 Q1	$22.3K	Hold	965	–	–	﹤0.01%	1902
2024 Q4	$23.7K	Sell	965 -1,372	-59%	-$34.2K	﹤0.01%	1649
2024 Q3	$63.2K	Buy	+2,337	New	+$57.5K	﹤0.01%	1109
2024 Q2	–	Sell	-2,063	Closed	-$45K	–	2098
2024 Q1	$45K	Buy	+2,063	New	+$44.3K	﹤0.01%	1102
2023 Q2	–	Sell	-2,415	Closed	-$53.5K	–	2082
2023 Q1	$53.5K	Hold	2,415	–	–	﹤0.01%	1056
2022 Q4	$55.2K	Buy	+2,415	New	+$51.9K	﹤0.01%	1022

Other funds holding EWM

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

BCP

Breakout Capital Partners New York $164M AUM 0.57% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

CIG

Cairn Investment Group Vancouver, Washington $227M AUM 19.95% 1-Year Est. Return

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

Geneos Wealth Management sold out of iShares MSCI Malaysia ETF (EWM) in Q2 2026, closing a stake of 965 shares — an estimated $27.4K sold.

Geneos Wealth Management first reported a position in EWM in Q4 2022 and held it in 10 quarters. The position peaked at $63.2K in Q3 2024. 74 funds tracked by Wall St. Rank hold EWM as of Q2 2026.

Geneos Wealth Management reported no remaining iShares MSCI Malaysia ETF position as of Q2 2026 after selling out during the quarter.
Geneos Wealth Management sold 965 iShares MSCI Malaysia ETF shares in Q2 2026, an estimated $27.4K.
Geneos Wealth Management first reported a position in iShares MSCI Malaysia ETF in Q4 2022 and held it in 10 quarters.
Geneos Wealth Management's iShares MSCI Malaysia ETF position peaked at $63.2K in Q3 2024.
74 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q2 2026.

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