Geneos Wealth Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,109	Closed	-$50.3K	–	2084
2023 Q1	$50.3K	Buy	+1,109	New	+$49K	﹤0.01%	1083
2019 Q3	–	Sell	-1,000	Closed	-$34K	–	2504
2019 Q2	$34K	Hold	1,000	–	–	﹤0.01%	1378
2019 Q1	$34K	Hold	1,000	–	–	﹤0.01%	1330
2018 Q4	$31K	Sell	1,000 -70	-7%	-$2.33K	﹤0.01%	1315
2018 Q3	$40K	Buy	1,070 +70	+7%	+$2.59K	﹤0.01%	1273
2018 Q2	$36K	Hold	1,000	–	–	﹤0.01%	1199
2018 Q1	$38K	Hold	1,000	–	–	﹤0.01%	1121
2017 Q4	$36K	Buy	1,000 +916	+1,090%	+$34K	﹤0.01%	1150
2017 Q3	$3K	Sell	84 -375	-82%	-$13.8K	﹤0.01%	1886
2017 Q2	$16K	Sell	459 -227	-33%	-$7.79K	﹤0.01%	1357
2017 Q1	$22K	Buy	686 +150	+28%	+$4.8K	﹤0.01%	1200
2016 Q4	$15K	Buy	+536	New	+$16.5K	﹤0.01%	1291

Other funds holding EWT

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SLF

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Geneos Wealth Management's EWT Position: Q2 2023 in Review

Geneos Wealth Management sold out of iShares MSCI Taiwan ETF (EWT) in Q2 2023, closing a stake of 1,109 shares — an estimated $50.3K sold.

Geneos Wealth Management first reported a position in EWT in Q4 2016 and held it in 12 quarters. The position peaked at $50.3K in Q1 2023. 214 funds tracked by Wall St. Rank hold EWT as of Q2 2023.

Geneos Wealth Management reported no remaining iShares MSCI Taiwan ETF position as of Q2 2023 after selling out during the quarter.
Geneos Wealth Management sold 1,109 iShares MSCI Taiwan ETF shares in Q2 2023, an estimated $50.3K.
Geneos Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q4 2016 and held it in 12 quarters.
Geneos Wealth Management's iShares MSCI Taiwan ETF position peaked at $50.3K in Q1 2023.
214 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.