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Jacobi Capital Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Jacobi Capital Management’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,627
Closed -$52K – 691
2021
Q3 		$52K Hold
1,627
– – 0.01% 645
2021
Q2 		$53K Buy
1,627
+627
+63% +$20.8K 0.01% 609
2021
Q1 		$31K Buy
+1,000
New +$30.8K ﹤0.01% 688
2020
Q3 		– Sell
-100
Closed -$3K – 1259
2020
Q2 		$3K Buy
+100
New +$2.53K ﹤0.01% 990
2018
Q2 		– Sell
-528
Closed -$18K – 1027
2018
Q1 		$18K Buy
+528
New +$18.8K 0.01% 583

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Jacobi Capital Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2021, closing a stake of 1,627 shares — an estimated $52K sold.

Jacobi Capital Management first reported a position in EWU in Q1 2018 and held it in 5 quarters. The position peaked at $53K in Q2 2021. 229 funds tracked by Wall St. Rank hold EWU as of Q4 2021.

  • Jacobi Capital Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 1,627 iShares MSCI United Kingdom ETF shares in Q4 2021, an estimated $52K.
  • Jacobi Capital Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2018 and held it in 5 quarters.
  • Jacobi Capital Management's iShares MSCI United Kingdom ETF position peaked at $53K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2021.

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