Jacobi Capital Management’s iShares MSCI Canada ETF EWC Stock Holding History

Jacobi Capital Management’s Portfolio EWC Stock Details EWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,509	Closed	-$55K	–	684
2021 Q3	$55K	Hold	1,509	–	–	0.01%	633
2021 Q2	$56K	Buy	1,509 +9	+0.6%	+$329	0.01%	598
2021 Q1	$51K	Buy	+1,500	New	+$49.1K	0.01%	567
2018 Q2	–	Sell	-128	Closed	-$3K	–	1024
2018 Q1	$3K	Buy	+128	New	+$3.67K	﹤0.01%	851

Other funds holding EWC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Jacobi Capital Management's EWC Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares MSCI Canada ETF (EWC) in Q4 2021, closing a stake of 1,509 shares — an estimated $55K sold.

Jacobi Capital Management first reported a position in EWC in Q1 2018 and held it in 4 quarters. The position peaked at $56K in Q2 2021. 275 funds tracked by Wall St. Rank hold EWC as of Q4 2021.

Jacobi Capital Management reported no remaining iShares MSCI Canada ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 1,509 iShares MSCI Canada ETF shares in Q4 2021, an estimated $55K.
Jacobi Capital Management first reported a position in iShares MSCI Canada ETF in Q1 2018 and held it in 4 quarters.
Jacobi Capital Management's iShares MSCI Canada ETF position peaked at $56K in Q2 2021.
275 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.