Jacobi Capital Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-509	Closed	-$24K	–	688
2021 Q3	$24K	Hold	509	–	–	﹤0.01%	815
2021 Q2	$25K	Buy	509 +9	+2%	+$429	﹤0.01%	779
2021 Q1	$22K	Buy	+500	New	+$22.3K	﹤0.01%	757
2018 Q2	–	Sell	-86	Closed	-$3K	–	1026
2018 Q1	$3K	Buy	+86	New	+$3.06K	﹤0.01%	852

Other funds holding EWL

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Jacobi Capital Management sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2021, closing a stake of 509 shares — an estimated $24K sold.

Jacobi Capital Management first reported a position in EWL in Q1 2018 and held it in 4 quarters. The position peaked at $25K in Q2 2021. 181 funds tracked by Wall St. Rank hold EWL as of Q4 2021.

Jacobi Capital Management reported no remaining iShares MSCI Switzerland ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 509 iShares MSCI Switzerland ETF shares in Q4 2021, an estimated $24K.
Jacobi Capital Management first reported a position in iShares MSCI Switzerland ETF in Q1 2018 and held it in 4 quarters.
Jacobi Capital Management's iShares MSCI Switzerland ETF position peaked at $25K in Q2 2021.
181 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2021.

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