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Geneos Wealth Management’s iShares MSCI South Africa ETF EZA Stock Holding History

Geneos Wealth Management’s Portfolio EZA Stock Details EZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-900
Closed -$45.4K – 2906
2024
Q3 		$45.4K Buy
+900
New +$41.1K ﹤0.01% 1232
2017
Q4 		– Sell
-46
Closed -$2K – 2178
2017
Q3 		$2K Sell
46
-108
-70% -$6.5K ﹤0.01% 1965
2017
Q2 		$8K Buy
154
+100
+185% +$5.83K ﹤0.01% 1597
2017
Q1 		$2K Hold
54
– – ﹤0.01% 1879
2016
Q4 		$2K Buy
+54
New +$2.84K ﹤0.01% 1847

Other funds holding EZA

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Geneos Wealth Management's EZA Position: Q4 2024 in Review

Geneos Wealth Management sold out of iShares MSCI South Africa ETF (EZA) in Q4 2024, closing a stake of 900 shares — an estimated $45.4K sold.

Geneos Wealth Management first reported a position in EZA in Q4 2016 and held it in 5 quarters. The position peaked at $45.4K in Q3 2024. 71 funds tracked by Wall St. Rank hold EZA as of Q4 2024.

  • Geneos Wealth Management reported no remaining iShares MSCI South Africa ETF position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 900 iShares MSCI South Africa ETF shares in Q4 2024, an estimated $45.4K.
  • Geneos Wealth Management first reported a position in iShares MSCI South Africa ETF in Q4 2016 and held it in 5 quarters.
  • Geneos Wealth Management's iShares MSCI South Africa ETF position peaked at $45.4K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.