Geneos Wealth Management’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,529	Closed	-$46.8K	–	2720
2025 Q2	$46.8K	Buy	+3,529	New	+$42.7K	﹤0.01%	1606
2017 Q4	–	Sell	-1,000	Closed	-$16K	–	2177
2017 Q3	$16K	Hold	1,000	–	–	﹤0.01%	1401
2017 Q2	$12K	Buy	+1,000	New	+$13.4K	﹤0.01%	1465

Other funds holding EWZS

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geneos Wealth Management's EWZS Position: Q3 2025 in Review

Geneos Wealth Management sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q3 2025, closing a stake of 3,529 shares — an estimated $46.8K sold.

Geneos Wealth Management first reported a position in EWZS in Q2 2017 and held it in 3 quarters. The position peaked at $46.8K in Q2 2025. 33 funds tracked by Wall St. Rank hold EWZS as of Q3 2025.

Geneos Wealth Management reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 3,529 iShares MSCI Brazil Small-Cap ETF shares in Q3 2025, an estimated $46.8K.
Geneos Wealth Management first reported a position in iShares MSCI Brazil Small-Cap ETF in Q2 2017 and held it in 3 quarters.
Geneos Wealth Management's iShares MSCI Brazil Small-Cap ETF position peaked at $46.8K in Q2 2025.
33 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.