Jacobi Capital Management’s iShares MSCI Germany ETF EWG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,525	Closed	-$50K	–	685
2021 Q3	$50K	Hold	1,525	–	–	0.01%	656
2021 Q2	$53K	Buy	1,525 +25	+2%	+$879	0.01%	608
2021 Q1	$50K	Buy	1,500 +492	+49%	+$16.1K	0.01%	574
2020 Q4	$32K	Sell	1,008 -85	-8%	-$2.55K	0.01%	627
2020 Q3	$32K	Buy	1,093 +300	+38%	+$8.8K	0.01%	569
2020 Q2	$21K	Buy	+793	New	+$19.5K	﹤0.01%	636

Other funds holding EWG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Jacobi Capital Management sold out of iShares MSCI Germany ETF (EWG) in Q4 2021, closing a stake of 1,525 shares — an estimated $50K sold.

Jacobi Capital Management first reported a position in EWG in Q2 2020 and held it in 6 quarters. The position peaked at $53K in Q2 2021. 207 funds tracked by Wall St. Rank hold EWG as of Q4 2021.

Jacobi Capital Management reported no remaining iShares MSCI Germany ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 1,525 iShares MSCI Germany ETF shares in Q4 2021, an estimated $50K.
Jacobi Capital Management first reported a position in iShares MSCI Germany ETF in Q2 2020 and held it in 6 quarters.
Jacobi Capital Management's iShares MSCI Germany ETF position peaked at $53K in Q2 2021.
207 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2021.

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