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Geneos Wealth Management’s iShares MSCI Spain ETF EWP Stock Holding History

Geneos Wealth Management’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35,223
Closed -$1.55M – 2719
2025
Q2 		$1.55M Buy
+35,223
New +$1.45M 0.04% 418

Other funds holding EWP

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Geneos Wealth Management's EWP Position: Q3 2025 in Review

Geneos Wealth Management sold out of iShares MSCI Spain ETF (EWP) in Q3 2025, closing a stake of 35,223 shares — an estimated $1.55M sold.

Geneos Wealth Management first reported a position in EWP in Q2 2025 and held it in 1 quarter. The position peaked at $1.55M in Q2 2025. 105 funds tracked by Wall St. Rank hold EWP as of Q3 2025.

  • Geneos Wealth Management reported no remaining iShares MSCI Spain ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 35,223 iShares MSCI Spain ETF shares in Q3 2025, an estimated $1.55M.
  • Geneos Wealth Management first reported a position in iShares MSCI Spain ETF in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's iShares MSCI Spain ETF position peaked at $1.55M in Q2 2025.
  • 105 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.