Geneos Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$45.7K	Sell	1,150 -1,300	-53%	-$51.6K	﹤0.01%	1622
2025 Q1	$91.8K	Buy	2,450 +1,300	+113%	+$48.7K	﹤0.01%	1616
2024 Q4	$39K	Sell	1,150 -847	-42%	-$28.7K	﹤0.01%	1413
2024 Q3	$74.7K	Buy	1,997 +547	+38%	+$20.5K	﹤0.01%	1055
2024 Q2	$50.6K	Hold	1,450	–	–	﹤0.01%	1064
2024 Q1	$49.6K	Sell	1,450 -2,000	-58%	-$68.4K	﹤0.01%	1069
2023 Q4	$114K	Hold	3,450	–	–	0.01%	799
2023 Q3	$109K	Hold	3,450	–	–	0.01%	847
2023 Q2	$112K	Hold	3,450	–	–	0.01%	846
2023 Q1	$111K	Hold	3,450	–	–	0.01%	813
2022 Q4	$106K	Hold	3,450	–	–	0.01%	812
2022 Q3	$90K	Sell	3,450 -62,924	-95%	-$1.64M	0.01%	840
2022 Q2	$1.98M	Sell	66,374 -3,938	-6%	-$118K	0.1%	214
2022 Q1	$2.37M	Buy	70,312 +256	+0.4%	+$8.61K	0.1%	205
2021 Q4	$2.32M	Buy	70,056 +8,567	+14%	+$284K	0.09%	228
2021 Q3	$1.99M	Sell	61,489 -1,219	-2%	-$39.5K	0.08%	248
2021 Q2	$2.07M	Buy	62,708 +1,375	+2%	+$45.4K	0.08%	235
2021 Q1	$2M	Sell	61,333 -260	-0.4%	-$8.46K	0.06%	286
2020 Q4	$1.94M	Buy	61,593 +60,943	+9,376%	+$1.92M	0.08%	239
2020 Q3	$16K	Hold	650	–	–	﹤0.01%	1751
2020 Q2	$16K	Hold	650	–	–	﹤0.01%	1718
2020 Q1	$15K	Hold	650	–	–	﹤0.01%	1628
2019 Q4	$22K	Hold	650	–	–	﹤0.01%	1634
2019 Q3	$20K	Hold	650	–	–	﹤0.01%	1604
2019 Q2	$21K	Hold	650	–	–	﹤0.01%	1599
2019 Q1	$21K	Hold	650	–	–	﹤0.01%	1544
2018 Q4	$19K	Sell	650 -12	-2%	-$351	﹤0.01%	1517
2018 Q3	$22K	Buy	662 +12	+2%	+$399	﹤0.01%	1528
2018 Q2	$22K	Hold	650	–	–	﹤0.01%	1401
2018 Q1	$22K	Hold	650	–	–	﹤0.01%	1345
2017 Q4	$23K	Hold	650	–	–	﹤0.01%	1325
2017 Q3	$22K	Hold	650	–	–	﹤0.01%	1278
2017 Q2	$21K	Hold	650	–	–	﹤0.01%	1247
2017 Q1	$21K	Sell	650 -441	-40%	-$14.2K	﹤0.01%	1213
2016 Q4	$33K	Buy	+1,091	New	+$33K	﹤0.01%	986