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Jacobi Capital Management’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Jacobi Capital Management’s Portfolio EWUS Stock Details EWUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-500
Closed -$23K – 692
2021
Q3 		$23K Hold
500
– – ﹤0.01% 828
2021
Q2 		$23K Hold
500
– – ﹤0.01% 798
2021
Q1 		$23K Buy
+500
New +$22.1K ﹤0.01% 749

Other funds holding EWUS

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Jacobi Capital Management sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q4 2021, closing a stake of 500 shares — an estimated $23K sold.

Jacobi Capital Management first reported a position in EWUS in Q1 2021 and held it in 3 quarters. The position peaked at $23K in Q3 2021. 28 funds tracked by Wall St. Rank hold EWUS as of Q4 2021.

  • Jacobi Capital Management reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 500 iShares MSCI United Kingdom Small-Cap ETF shares in Q4 2021, an estimated $23K.
  • Jacobi Capital Management first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q1 2021 and held it in 3 quarters.
  • Jacobi Capital Management's iShares MSCI United Kingdom Small-Cap ETF position peaked at $23K in Q3 2021.
  • 28 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q4 2021.

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