Geneos Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $52.4K | Hold |
1,150
| – | – | ﹤0.01% | 1407 |
|
|
2025
Q4 | $50.6K | Hold |
1,150
| – | – | ﹤0.01% | 1391 |
|
|
2025
Q3 | $48.3K | Hold |
1,150
| – | – | ﹤0.01% | 1401 |
|
|
2025
Q2 | $45.7K | Sell |
1,150
-1,300
| -53% | -$50K | ﹤0.01% | 1622 |
|
|
2025
Q1 | $91.8K | Buy |
2,450
+1,300
| +113% | +$47K | ﹤0.01% | 1616 |
|
|
2024
Q4 | $39K | Sell |
1,150
-847
| -42% | -$30.2K | ﹤0.01% | 1413 |
|
|
2024
Q3 | $74.7K | Buy |
1,997
+547
| +38% | +$19.8K | ﹤0.01% | 1055 |
|
|
2024
Q2 | $50.6K | Hold |
1,450
| – | – | ﹤0.01% | 1064 |
|
|
2024
Q1 | $49.6K | Sell |
1,450
-2,000
| -58% | -$65.7K | ﹤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% | -$1.85M | 0.01% | 840 |
|
|
2022
Q2 | $1.98M | Sell |
66,374
-3,938
| -6% | -$127K | 0.1% | 214 |
|
|
2022
Q1 | $2.37M | Buy |
70,312
+256
| +0.4% | +$8.6K | 0.1% | 205 |
|
|
2021
Q4 | $2.32M | Buy |
70,056
+8,567
| +14% | +$283K | 0.09% | 228 |
|
|
2021
Q3 | $1.99M | Sell |
61,489
-1,219
| -2% | -$40K | 0.08% | 248 |
|
|
2021
Q2 | $2.07M | Buy |
62,708
+1,375
| +2% | +$45.6K | 0.08% | 235 |
|
|
2021
Q1 | $2M | Sell |
61,333
-260
| -0.4% | -$8.02K | 0.06% | 286 |
|
|
2020
Q4 | $1.94M | Buy |
61,593
+60,943
| +9,376% | +$1.68M | 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% | -$378 | ﹤0.01% | 1517 |
|
|
2018
Q3 | $22K | Buy |
662
+12
| +2% | +$410 | ﹤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% | -$14K | ﹤0.01% | 1213 |
|
|
2016
Q4 | $33K | Buy |
+1,091
| New | +$33.2K | ﹤0.01% | 986 |
|
Other funds holding EWU
CCA
Geneos Wealth Management's EWU Position: Q1 2026 in Review
Geneos Wealth Management held its iShares MSCI United Kingdom ETF (EWU) position steady in Q1 2026 at 1,150 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.
Geneos Wealth Management first reported a position in EWU in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.37M in Q1 2022. 280 funds tracked by Wall St. Rank hold EWU as of Q1 2026.
- Geneos Wealth Management held 1,150 shares of iShares MSCI United Kingdom ETF worth $52.4K as of Q1 2026.
- Geneos Wealth Management left its iShares MSCI United Kingdom ETF share count unchanged in Q1 2026.
- iShares MSCI United Kingdom ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1407 holding.
- Geneos Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2016 and has held it in 38 quarters since.
- Geneos Wealth Management's iShares MSCI United Kingdom ETF position peaked at $2.37M in Q1 2022.
- 280 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.