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Geneos Wealth Management’s iShares Europe ETF IEV Stock Holding History

Geneos Wealth Management’s Portfolio IEV Stock Details IEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,400
Closed -$105K – 2515
2019
Q2 		$105K Hold
2,400
– – 0.01% 889
2019
Q1 		$104K Hold
2,400
– – 0.01% 852
2018
Q4 		$93K Buy
2,400
+400
+20% +$16.6K 0.01% 861
2018
Q3 		$90K Buy
+2,000
New +$90.4K 0.01% 923
2018
Q1 		– Sell
-1,200
Closed -$56K – 2203
2017
Q4 		$56K Hold
1,200
– – 0.01% 953
2017
Q3 		$56K Buy
+1,200
New +$54.6K 0.01% 896
2016
Q2 		– Sell
-131
Closed -$5K – 1822
2016
Q1 		$5K Buy
+131
New +$4.94K ﹤0.01% 1485

Other funds holding IEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geneos Wealth Management's IEV Position: Q3 2019 in Review

Geneos Wealth Management sold out of iShares Europe ETF (IEV) in Q3 2019, closing a stake of 2,400 shares — an estimated $105K sold.

Geneos Wealth Management first reported a position in IEV in Q1 2016 and held it in 7 quarters. The position peaked at $105K in Q2 2019. 154 funds tracked by Wall St. Rank hold IEV as of Q3 2019.

  • Geneos Wealth Management reported no remaining iShares Europe ETF position as of Q3 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 2,400 iShares Europe ETF shares in Q3 2019, an estimated $105K.
  • Geneos Wealth Management first reported a position in iShares Europe ETF in Q1 2016 and held it in 7 quarters.
  • Geneos Wealth Management's iShares Europe ETF position peaked at $105K in Q2 2019.
  • 154 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2019.

Based on Geneos Wealth Management's 13F filing for Q3 2019, filed 7 Sep 2021.