Geneos Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$352K	Sell	4,684 -28,668	-86%	-$2.17M	0.01%	796
2025 Q4	$2.31M	Sell	33,352 -7,503	-18%	-$507K	0.06%	329
2025 Q3	$2.79M	Buy	40,855 +6,534	+19%	+$408K	0.07%	296
2025 Q2	$2.08M	Buy	34,321 +13,827	+67%	+$796K	0.05%	361
2025 Q1	$1.04M	Buy	20,494 +9,758	+91%	+$492K	0.02%	650
2024 Q4	$503K	Sell	10,736 -999	-9%	-$51.5K	0.02%	588
2024 Q3	$630K	Hold	11,735	–	–	0.02%	502
2024 Q2	$664K	Sell	11,735 -1,044	-8%	-$67K	0.03%	432
2024 Q1	$886K	Hold	12,779	–	–	0.04%	370
2023 Q4	$867K	Sell	12,779 -219	-2%	-$13.2K	0.04%	352
2023 Q3	$757K	Hold	12,998	–	–	0.04%	372
2023 Q2	$808K	Sell	12,998 -489	-4%	-$29.9K	0.04%	356
2023 Q1	$803K	Sell	13,487 -2,190	-14%	-$125K	0.05%	342
2022 Q4	$775K	Hold	15,677	–	–	0.05%	323
2022 Q3	$693K	Buy	15,677 +5,093	+48%	+$235K	0.05%	320
2022 Q2	$491K	Sell	10,584 -7,056	-40%	-$354K	0.02%	497
2022 Q1	$969K	Hold	17,640	–	–	0.04%	366
2021 Q4	$892K	Hold	17,640	–	–	0.03%	430
2021 Q3	$856K	Hold	17,640	–	–	0.03%	428
2021 Q2	$853K	Sell	17,640 -992	-5%	-$46.8K	0.03%	409
2021 Q1	$847K	Sell	18,632 -1,010	-5%	-$43.4K	0.02%	472
2020 Q4	$864K	Sell	19,642 -400	-2%	-$15.5K	0.03%	391
2020 Q3	$645K	Sell	20,042 -114	-0.6%	-$3.77K	0.03%	375
2020 Q2	$636K	Sell	20,156 -510	-2%	-$15.5K	0.04%	364
2020 Q1	$576K	Hold	20,666	–	–	0.04%	353
2019 Q4	$948K	Sell	20,666 -411	-2%	-$18.2K	0.05%	308
2019 Q3	$896K	Sell	21,077 -2,337	-10%	-$97.6K	0.05%	291
2019 Q2	$1.01M	Buy	23,414 +247	+1%	+$11.1K	0.06%	274
2019 Q1	$1.01M	Sell	23,167 -898	-4%	-$39.4K	0.07%	270
2018 Q4	$990K	Buy	24,065 +2,544	+12%	+$111K	0.07%	254
2018 Q3	$1.1M	Buy	21,521 +21,421	+21,421%	+$1.08M	0.07%	247
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	1966
2018 Q1	$5K	Sell	100 -300	-75%	-$15.4K	﹤0.01%	1845
2017 Q4	$19K	Hold	400	–	–	﹤0.01%	1400
2017 Q3	$21K	Hold	400	–	–	﹤0.01%	1298
2017 Q2	$21K	Sell	400 -21,570	-98%	-$1.13M	﹤0.01%	1248
2017 Q1	$1.16M	Buy	21,970 +21,570	+5,393%	+$1M	0.12%	157
2016 Q4	$17K	Buy	400 +100	+33%	+$4.7K	﹤0.01%	1248
2016 Q3	$14K	Hold	300	–	–	﹤0.01%	1251
2016 Q2	$15K	Hold	300	–	–	﹤0.01%	1198
2016 Q1	$16K	Buy	+300	New	+$14.6K	﹤0.01%	1155

Other funds holding EWW

MGP

M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Geneos Wealth Management's EWW Position: Q1 2026 in Review

Geneos Wealth Management reduced its iShares MSCI Mexico ETF (EWW) stake by 86% in Q1 2026, selling an estimated $2.17M and leaving 4,684 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #796.

Geneos Wealth Management first reported a position in EWW in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.79M in Q3 2025. 251 funds tracked by Wall St. Rank hold EWW as of Q1 2026.

Geneos Wealth Management held 4,684 shares of iShares MSCI Mexico ETF worth $352K as of Q1 2026.
Geneos Wealth Management sold 28,668 iShares MSCI Mexico ETF shares in Q1 2026, an estimated $2.17M.
iShares MSCI Mexico ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #796 holding.
Geneos Wealth Management first reported a position in iShares MSCI Mexico ETF in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's iShares MSCI Mexico ETF position peaked at $2.79M in Q3 2025.
251 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.