Geneos Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | Sell |
30
-30
| -50% | -$1.8K | ﹤0.01% | 2794 |
|
|
2025
Q1 | $3.24K | Sell |
60
-300
| -83% | -$16.6K | ﹤0.01% | 2867 |
|
|
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 | – | 2177 |
|
|
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
AL
