Geneos Wealth Management’s iShares MSCI Singapore ETF EWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-73,900	Closed	-$1.76M	–	3141
2025 Q1	$1.76M	Sell	73,900 -4,425	-6%	-$102K	0.06%	329
2024 Q4	$1.71M	Buy	+78,325	New	+$1.74M	0.06%	316
2023 Q2	–	Sell	-2,847	Closed	-$56.5K	–	2083
2023 Q1	$56.5K	Sell	2,847 -1,338	-32%	-$26.1K	﹤0.01%	1034
2022 Q4	$78.7K	Buy	+4,185	New	+$75.6K	﹤0.01%	895
2022 Q2	–	Sell	-150	Closed	-$3K	–	2650
2022 Q1	$3K	Hold	150	–	–	﹤0.01%	2456
2021 Q4	$3K	Hold	150	–	–	﹤0.01%	2519
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	2566
2021 Q2	$3K	Sell	150 -456	-75%	-$10.8K	﹤0.01%	2568
2021 Q1	$14K	Hold	606	–	–	﹤0.01%	2232
2020 Q4	$3K	Buy	606 +456	+304%	+$9.28K	﹤0.01%	2612
2020 Q3	$2K	Hold	150	–	–	﹤0.01%	2403
2020 Q2	$2K	Hold	150	–	–	﹤0.01%	2348
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	2249
2019 Q4	$3K	Hold	150	–	–	﹤0.01%	2290
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	2216
2019 Q2	$3K	Hold	150	–	–	﹤0.01%	2218
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	2144
2018 Q4	$3K	Sell	150 -1,468	-91%	-$33.2K	﹤0.01%	2104
2018 Q3	$39K	Sell	1,618 -469	-22%	-$11.2K	﹤0.01%	1282
2018 Q2	$50K	Buy	2,087 +237	+13%	+$6.29K	﹤0.01%	1040
2018 Q1	$49K	Hold	1,850	–	–	﹤0.01%	999
2017 Q4	$47K	Hold	1,850	–	–	﹤0.01%	1024
2017 Q3	$45K	Hold	1,850	–	–	﹤0.01%	992
2017 Q2	$43K	Buy	1,850 +232	+14%	+$5.42K	﹤0.01%	978
2017 Q1	$36K	Hold	1,618	–	–	﹤0.01%	1010
2016 Q4	$32K	Buy	+1,618	New	+$33.8K	﹤0.01%	997

Other funds holding EWS

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

SLF

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $181M AUM 44.15% 1-Year Est. Return

Geneos Wealth Management's EWS Position: Q2 2025 in Review

Geneos Wealth Management sold out of iShares MSCI Singapore ETF (EWS) in Q2 2025, closing a stake of 73,900 shares — an estimated $1.76M sold.

Geneos Wealth Management first reported a position in EWS in Q4 2016 and held it in 26 quarters. The position peaked at $1.76M in Q1 2025. 123 funds tracked by Wall St. Rank hold EWS as of Q2 2025.

Geneos Wealth Management reported no remaining iShares MSCI Singapore ETF position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 73,900 iShares MSCI Singapore ETF shares in Q2 2025, an estimated $1.76M.
Geneos Wealth Management first reported a position in iShares MSCI Singapore ETF in Q4 2016 and held it in 26 quarters.
Geneos Wealth Management's iShares MSCI Singapore ETF position peaked at $1.76M in Q1 2025.
123 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.