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James Investment Research’s iShares MSCI Italy ETF EWI Stock Holding History

James Investment Research’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$3K – 502
2021
Q2 		$3K Buy
+100
New +$3.27K ﹤0.01% 472
2020
Q2 		– Sell
-1,695
Closed -$35K – 459
2020
Q1 		$35K Hold
1,695
– – ﹤0.01% 333
2019
Q4 		$50K Hold
1,695
– – ﹤0.01% 386
2019
Q3 		$47K Buy
+1,695
New +$46.2K ﹤0.01% 432
2018
Q3 		– Sell
-505
Closed -$15K – 807
2018
Q2 		$15K Sell
505
-3,510
-87% -$112K ﹤0.01% 745
2018
Q1 		$129K Sell
4,015
-11,855
-75% -$385K ﹤0.01% 593
2017
Q4 		$483K Sell
15,870
-3,490
-18% -$108K 0.02% 519
2017
Q3 		$607K Sell
19,360
-855
-4% -$25.6K 0.02% 480
2017
Q2 		$562K Buy
20,215
+12,885
+176% +$351K 0.02% 454
2017
Q1 		$189K Buy
7,330
+6,880
+1,529% +$168K 0.01% 406
2016
Q4 		$11K Hold
450
– – ﹤0.01% 492
2016
Q3 		$10K Hold
450
– – ﹤0.01% 492
2016
Q2 		$10K Hold
450
– – ﹤0.01% 441
2016
Q1 		$11K Sell
450
-6,713
-94% -$161K ﹤0.01% 423
2015
Q4 		$197K Sell
7,163
-10,375
-59% -$300K ﹤0.01% 288
2015
Q3 		$502K Sell
17,538
-13,811
-44% -$413K 0.01% 245
2015
Q2 		$934K Buy
31,349
+19,599
+167% +$604K 0.02% 233
2015
Q1 		$348K Buy
+11,750
New +$333K 0.01% 293
2014
Q4 		– Sell
-3,345
Closed -$105K – 511
2014
Q3 		$105K Buy
+3,345
New +$109K ﹤0.01% 353

Other funds holding EWI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

James Investment Research's EWI Position: Q3 2021 in Review

James Investment Research sold out of iShares MSCI Italy ETF (EWI) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

James Investment Research first reported a position in EWI in Q3 2014 and held it in 19 quarters. The position peaked at $934K in Q2 2015. 72 funds tracked by Wall St. Rank hold EWI as of Q3 2021.

  • James Investment Research reported no remaining iShares MSCI Italy ETF position as of Q3 2021 after selling out during the quarter.
  • James Investment Research sold 100 iShares MSCI Italy ETF shares in Q3 2021, an estimated $3K.
  • James Investment Research first reported a position in iShares MSCI Italy ETF in Q3 2014 and held it in 19 quarters.
  • James Investment Research's iShares MSCI Italy ETF position peaked at $934K in Q2 2015.
  • 72 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2021.

Based on James Investment Research's 13F filing for Q3 2021, filed 22 Oct 2021.