Jones Financial Companies
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Jones Financial Companies’s iShares MSCI Italy ETF EWI Stock Holding History

Jones Financial Companies’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
2025
Q4 		– Sell
-172
Closed -$8.87K – 4466
2025
Q3 		$8.87K Buy
172
+147
+588% +$7.37K ﹤0.01% 3133
2025
Q2 		$1.2K Sell
25
-12
-32% -$542 ﹤0.01% 3614
2025
Q1 		$1.58K Buy
+37
New +$1.49K ﹤0.01% 3302
2021
Q2 		– Sell
-1,331
Closed -$42K – 679
2021
Q1 		$42K Buy
+1,331
New +$40.4K ﹤0.01% 374

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PWM
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Schroder Investment Management Group
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TCM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Jones Financial Companies's EWI Position: Q4 2025 in Review

Jones Financial Companies sold out of iShares MSCI Italy ETF (EWI) in Q4 2025, closing a stake of 172 shares — an estimated $8.87K sold.

Jones Financial Companies first reported a position in EWI in Q1 2021 and held it in 4 quarters. The position peaked at $42K in Q1 2021. 124 funds tracked by Wall St. Rank hold EWI as of Q4 2025.

  • Jones Financial Companies reported no remaining iShares MSCI Italy ETF position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 172 iShares MSCI Italy ETF shares in Q4 2025, an estimated $8.87K.
  • Jones Financial Companies first reported a position in iShares MSCI Italy ETF in Q1 2021 and held it in 4 quarters.
  • Jones Financial Companies's iShares MSCI Italy ETF position peaked at $42K in Q1 2021.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.