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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
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 Sell
965
-965
-50% -$23K ﹤0.01% 1956
2025
Q1 		$44.5K Buy
1,930
+965
+100% +$22.8K ﹤0.01% 1982
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
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
BCP
Breakout Capital Partners New York $174M AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

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

Geneos Wealth Management held its iShares MSCI Malaysia ETF (EWM) position steady in Q1 2026 at 965 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Geneos Wealth Management first reported a position in EWM in Q4 2022 and has held it in 10 quarters since. The position peaked at $63.2K in Q3 2024. 75 funds tracked by Wall St. Rank hold EWM as of Q1 2026.

  • Geneos Wealth Management held 965 shares of iShares MSCI Malaysia ETF worth $27.4K as of Q1 2026.
  • Geneos Wealth Management left its iShares MSCI Malaysia ETF share count unchanged in Q1 2026.
  • iShares MSCI Malaysia ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1658 holding.
  • Geneos Wealth Management first reported a position in iShares MSCI Malaysia ETF in Q4 2022 and has held it in 10 quarters since.
  • Geneos Wealth Management's iShares MSCI Malaysia ETF position peaked at $63.2K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q1 2026.

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