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Geneos Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Geneos Wealth Management’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$652K Sell
18,891
-7,189
-28% -$269K 0.01% 652
2026
Q1 		$1M Sell
26,080
-500
-2% -$18.3K 0.02% 510
2025
Q4 		$844K Sell
26,580
-900
-3% -$28.5K 0.02% 544
2025
Q3 		$852K Sell
27,480
-55,551
-67% -$1.59M 0.02% 525
2025
Q2 		$2.4M Buy
83,031
+63,296
+321% +$1.71M 0.06% 336
2025
Q1 		$510K Sell
19,735
-2,596
-12% -$64.7K 0.02% 611
2024
Q4 		$503K Buy
22,331
+2,602
+13% +$69.7K 0.02% 587
2024
Q3 		$582K Buy
19,729
+3,455
+21% +$100K 0.02% 522
2024
Q2 		$445K Sell
16,274
-1,699
-9% -$51.6K 0.02% 522
2024
Q1 		$583K Sell
17,973
-1,468
-8% -$48.6K 0.03% 458
2023
Q4 		$680K Sell
19,441
-8,014
-29% -$260K 0.03% 407
2023
Q3 		$842K Sell
27,455
-762
-3% -$24.2K 0.04% 342
2023
Q2 		$915K Sell
28,217
-3,371
-11% -$100K 0.05% 333
2023
Q1 		$865K Hold
31,588
– – 0.05% 323
2022
Q4 		$884K Buy
+31,588
New +$965K 0.05% 296
2022
Q3 		– Sell
-1,180
Closed -$31K – 2193
2022
Q2 		$31K Buy
1,180
+50
+4% +$1.66K ﹤0.01% 1477
2022
Q1 		$42K Hold
1,130
– – ﹤0.01% 1461
2021
Q4 		$31K Buy
1,130
+250
+28% +$7.51K ﹤0.01% 1681
2021
Q3 		$29K Buy
880
+250
+40% +$9.14K ﹤0.01% 1738
2021
Q2 		$25K Hold
630
– – ﹤0.01% 1796
2021
Q1 		$22K Hold
630
– – ﹤0.01% 2026
2020
Q4 		$20K Sell
630
-14
-2% -$452 ﹤0.01% 1904
2020
Q3 		$18K Hold
644
– – ﹤0.01% 1696
2020
Q2 		$18K Sell
644
-650
-50% -$17K ﹤0.01% 1661
2020
Q1 		$30K Hold
1,294
– – ﹤0.01% 1338
2019
Q4 		$61K Hold
1,294
– – ﹤0.01% 1155
2019
Q3 		$54K Hold
1,294
– – ﹤0.01% 1138
2019
Q2 		$56K Hold
1,294
– – ﹤0.01% 1126
2019
Q1 		$53K Sell
1,294
-16
-1% -$688 ﹤0.01% 1106
2018
Q4 		$49K Sell
1,310
-80
-6% -$3.1K ﹤0.01% 1107
2018
Q3 		$46K Buy
1,390
+94
+7% +$3.16K ﹤0.01% 1204
2018
Q2 		$41K Sell
1,296
-650
-33% -$25K ﹤0.01% 1133
2018
Q1 		$87K Hold
1,946
– – 0.01% 805
2017
Q4 		$78K Sell
1,946
-126
-6% -$5.1K 0.01% 832
2017
Q3 		$86K Sell
2,072
-308
-13% -$12.1K 0.01% 744
2017
Q2 		$81K Sell
2,380
-41
-2% -$1.47K 0.01% 744
2017
Q1 		$90K Buy
2,421
+600
+33% +$22.4K 0.01% 689
2016
Q4 		$60K Sell
1,821
-174
-9% -$5.97K 0.01% 770
2016
Q3 		$67K Buy
1,995
+629
+46% +$20.8K 0.01% 707
2016
Q2 		$41K Sell
1,366
-12
-0.9% -$331 0.01% 871
2016
Q1 		$37K Buy
+1,378
New +$29.6K 0.01% 886

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
CLGM
Capitolis Liquid Global Markets New York $23B AUM 48.97% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Geneos Wealth Management reduced its iShares MSCI Brazil ETF (EWZ) stake by 28% in Q2 2026, selling an estimated $269K and leaving 18,891 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #652.

Geneos Wealth Management first reported a position in EWZ in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.4M in Q2 2025. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

  • Geneos Wealth Management held 18,891 shares of iShares MSCI Brazil ETF worth $652K as of Q2 2026.
  • Geneos Wealth Management sold 7,189 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $269K.
  • iShares MSCI Brazil ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #652 holding.
  • Geneos Wealth Management first reported a position in iShares MSCI Brazil ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's iShares MSCI Brazil ETF position peaked at $2.4M in Q2 2025.
  • 403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

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