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Geneos Wealth Management’s iShares MSCI France ETF EWQ Stock Holding History

Geneos Wealth Management’s Portfolio EWQ Stock Details EWQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-800
Closed -$21K – 2096
2017
Q1 		$21K Hold
800
– – ﹤0.01% 1212
2016
Q4 		$19K Buy
+800
New +$19.2K ﹤0.01% 1199

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AGA
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Citigroup
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KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIR
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ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

Geneos Wealth Management's EWQ Position: Q2 2017 in Review

Geneos Wealth Management sold out of iShares MSCI France ETF (EWQ) in Q2 2017, closing a stake of 800 shares — an estimated $21K sold.

Geneos Wealth Management first reported a position in EWQ in Q4 2016 and held it in 2 quarters. The position peaked at $21K in Q1 2017. 94 funds tracked by Wall St. Rank hold EWQ as of Q2 2017.

  • Geneos Wealth Management reported no remaining iShares MSCI France ETF position as of Q2 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 800 iShares MSCI France ETF shares in Q2 2017, an estimated $21K.
  • Geneos Wealth Management first reported a position in iShares MSCI France ETF in Q4 2016 and held it in 2 quarters.
  • Geneos Wealth Management's iShares MSCI France ETF position peaked at $21K in Q1 2017.
  • 94 funds tracked by Wall St. Rank held iShares MSCI France ETF as of Q2 2017.

Based on Geneos Wealth Management's 13F filing for Q2 2017, filed 7 Sep 2021.