Geneos Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Buy	5,729 +5,699	+18,997%	+$1.01M	0.02%	508
2026 Q1	$3.69K	Hold	30	–	–	﹤0.01%	2220
2025 Q4	$2.92K	Hold	30	–	–	﹤0.01%	2256
2025 Q3	$2.4K	Hold	30	–	–	﹤0.01%	2292
2025 Q2	$2.15K	Hold	30	–	–	﹤0.01%	2794
2025 Q1	$1.62K	Sell	30 -330	-92%	-$18.3K	﹤0.01%	2819
2024 Q4	$18.3K	Hold	360	–	–	﹤0.01%	1768
2024 Q3	$23K	Hold	360	–	–	﹤0.01%	1511
2024 Q2	$23.8K	Sell	360 -830	-70%	-$53.5K	﹤0.01%	1293
2024 Q1	$79.9K	Buy	1,190 +59	+5%	+$3.74K	﹤0.01%	922
2023 Q4	$74.1K	Buy	1,131 +801	+243%	+$48.7K	﹤0.01%	940
2023 Q3	$19.4K	Sell	330 -776	-70%	-$49.3K	﹤0.01%	1377
2023 Q2	$70.1K	Buy	1,106 +776	+235%	+$48.6K	﹤0.01%	978
2023 Q1	$20.2K	Hold	330	–	–	﹤0.01%	1345
2022 Q4	$18.6K	Hold	330	–	–	﹤0.01%	1350
2022 Q3	$15K	Hold	330	–	–	﹤0.01%	1411
2022 Q2	$18K	Hold	330	–	–	﹤0.01%	1726
2022 Q1	$23K	Hold	330	–	–	﹤0.01%	1737
2021 Q4	$25K	Buy	+330	New	+$26.1K	﹤0.01%	1767
2021 Q2	–	Sell	-83	Closed	-$7K	–	2930
2021 Q1	$7K	Buy	+83	New	+$7.55K	﹤0.01%	2528
2018 Q4	–	Sell	-53	Closed	-$3K	–	2414
2018 Q3	$3K	Buy	+53	New	+$3.51K	﹤0.01%	2177
2017 Q4	–	Sell	-48	Closed	-$3K	–	2176
2017 Q3	$3K	Sell	48 -226	-82%	-$15.5K	﹤0.01%	1887
2017 Q2	$18K	Sell	274 -48	-15%	-$3.12K	﹤0.01%	1305
2017 Q1	$19K	Hold	322	–	–	﹤0.01%	1253
2016 Q4	$17K	Sell	322 -93	-22%	-$5.08K	﹤0.01%	1247
2016 Q3	$24K	Sell	415 -668	-62%	-$37.3K	﹤0.01%	1063
2016 Q2	$57K	Sell	1,083 -633	-37%	-$32.5K	0.01%	758
2016 Q1	$89K	Buy	+1,716	New	+$82.9K	0.01%	620

Other funds holding EWY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Geneos Wealth Management's EWY Position: Q2 2026 in Review

Geneos Wealth Management increased its iShares MSCI South Korea ETF (EWY) stake by 18,997% in Q2 2026, buying an estimated $1.01M and bringing the position to 5,729 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #508.

Geneos Wealth Management first reported a position in EWY in Q1 2016 and has held it in 28 quarters since. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

Geneos Wealth Management held 5,729 shares of iShares MSCI South Korea ETF worth $1.16M as of Q2 2026.
Geneos Wealth Management bought 5,699 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $1.01M.
iShares MSCI South Korea ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #508 holding.
Geneos Wealth Management first reported a position in iShares MSCI South Korea ETF in Q1 2016 and has held it in 28 quarters since.
600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.