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Geneos Wealth Management’s iShares MSCI Netherlands ETF EWN Stock Holding History

Geneos Wealth Management’s Portfolio EWN Stock Details EWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,168
Closed -$58.7K – 2577
2024
Q2 		$58.7K Buy
1,168
+300
+35% +$15K ﹤0.01% 1018
2024
Q1 		$42.9K Buy
+868
New +$40.4K ﹤0.01% 1121
2018
Q4 		– Sell
-268
Closed -$8K – 2412
2018
Q3 		$8K Buy
268
+43
+19% +$1.33K ﹤0.01% 1916
2018
Q2 		$6K Hold
225
– – ﹤0.01% 1868
2018
Q1 		$7K Hold
225
– – ﹤0.01% 1758
2017
Q4 		$7K Buy
225
+110
+96% +$3.47K ﹤0.01% 1731
2017
Q3 		$3K Sell
115
-392
-77% -$12K ﹤0.01% 1885
2017
Q2 		$14K Sell
507
-199
-28% -$5.69K ﹤0.01% 1402
2017
Q1 		$18K Sell
706
-3
-0.4% -$76 ﹤0.01% 1267
2016
Q4 		$17K Sell
709
-223
-24% -$5.38K ﹤0.01% 1246
2016
Q3 		$23K Sell
932
-1,678
-64% -$40.7K ﹤0.01% 1084
2016
Q2 		$60K Sell
2,610
-1,623
-38% -$39.5K 0.01% 740
2016
Q1 		$103K Buy
+4,233
New +$98K 0.02% 572

Other funds holding EWN

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geneos Wealth Management's EWN Position: Q3 2024 in Review

Geneos Wealth Management sold out of iShares MSCI Netherlands ETF (EWN) in Q3 2024, closing a stake of 1,168 shares — an estimated $58.7K sold.

Geneos Wealth Management first reported a position in EWN in Q1 2016 and held it in 13 quarters. The position peaked at $103K in Q1 2016. 71 funds tracked by Wall St. Rank hold EWN as of Q3 2024.

  • Geneos Wealth Management reported no remaining iShares MSCI Netherlands ETF position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 1,168 iShares MSCI Netherlands ETF shares in Q3 2024, an estimated $58.7K.
  • Geneos Wealth Management first reported a position in iShares MSCI Netherlands ETF in Q1 2016 and held it in 13 quarters.
  • Geneos Wealth Management's iShares MSCI Netherlands ETF position peaked at $103K in Q1 2016.
  • 71 funds tracked by Wall St. Rank held iShares MSCI Netherlands ETF as of Q3 2024.

Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.