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Geneos Wealth Management’s iShares MSCI Saudi Arabia ETF KSA Stock Holding History

Geneos Wealth Management’s Portfolio KSA Stock Details KSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-123
Closed -$4.74K – 2860
2025
Q2 		$4.74K Sell
123
-1,859
-94% -$72.9K ﹤0.01% 2597
2025
Q1 		$82K Buy
+1,982
New +$82.1K ﹤0.01% 1668
2024
Q2 		– Sell
-1,009
Closed -$44.6K – 2129
2024
Q1 		$44.6K Buy
+1,009
New +$44K ﹤0.01% 1107

Other funds holding KSA

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Geneos Wealth Management sold out of iShares MSCI Saudi Arabia ETF (KSA) in Q3 2025, closing a stake of 123 shares — an estimated $4.74K sold.

Geneos Wealth Management first reported a position in KSA in Q1 2024 and held it in 3 quarters. The position peaked at $82K in Q1 2025. 110 funds tracked by Wall St. Rank hold KSA as of Q3 2025.

  • Geneos Wealth Management reported no remaining iShares MSCI Saudi Arabia ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 123 iShares MSCI Saudi Arabia ETF shares in Q3 2025, an estimated $4.74K.
  • Geneos Wealth Management first reported a position in iShares MSCI Saudi Arabia ETF in Q1 2024 and held it in 3 quarters.
  • Geneos Wealth Management's iShares MSCI Saudi Arabia ETF position peaked at $82K in Q1 2025.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Saudi Arabia ETF as of Q3 2025.

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