Shayne & Jacobs LLC
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Shayne & Jacobs LLC’s iShares MSCI Italy ETF EWI Stock Holding History

Shayne & Jacobs LLC’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
2026
Q3 		$351K Hold
5,973
– – 0.1% 81
2026
Q2 		$354K Hold
5,973
– – 0.1% 80
2026
Q1 		$319K Hold
5,973
– – 0.1% 80
2025
Q4 		$325K Hold
5,973
– – 0.1% 79
2025
Q3 		$310K Hold
5,973
– – 0.1% 78
2025
Q2 		$288K Sell
5,973
-8,583
-59% -$388K 0.1% 83
2025
Q1 		$616K Hold
14,556
– – 0.15% 58
2024
Q4 		$524K Hold
14,556
– – 0.14% 62
2024
Q3 		$567K Hold
14,556
– – 0.14% 62
2024
Q2 		$522K Hold
14,556
– – 0.14% 64
2024
Q1 		$549K Hold
14,556
– – 0.15% 60
2023
Q4 		$494K Hold
14,556
– – 0.15% 61
2023
Q3 		$443K Sell
14,556
-1,189
-8% -$37.9K 0.15% 63
2023
Q2 		$501K Hold
15,745
– – 0.25% 20
2023
Q1 		$479K Hold
15,745
– – 0.26% 20
2022
Q4 		$424K Sell
15,745
-1,120
-7% -$28.5K 0.24% 22
2022
Q3 		$363K Sell
16,865
-3,603
-18% -$84.9K 0.23% 22
2022
Q2 		$493K Hold
20,468
– – 0.29% 20
2022
Q1 		$604K Buy
20,468
+1,229
+6% +$38.1K 0.3% 18
2021
Q4 		$631K Hold
19,239
– – 0.34% 18
2021
Q3 		$609K Hold
19,239
– – 0.35% 18
2021
Q2 		$623K Sell
19,239
-56
-0.3% -$1.83K 0.35% 18
2021
Q1 		$608K Hold
19,295
– – 0.36% 19
2020
Q4 		$568K Hold
19,295
– – 0.37% 19
2020
Q3 		$470K Sell
19,295
-169
-0.9% -$4.3K 0.35% 18
2020
Q2 		$469K Hold
19,464
– – 0.4% 16
2020
Q1 		$404K Sell
19,464
-560
-3% -$15K 0.32% 18
2019
Q4 		$591K Sell
20,024
-1,867
-9% -$53.7K 0.35% 16
2019
Q3 		$604K Hold
21,891
– – 0.39% 16
2019
Q2 		$603K Buy
+21,891
New +$602K 0.4% 17

Other funds holding EWI

Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return
Global Assets Advisory
Global Assets Advisory Orlando, Florida $452M AUM 21.46% 1-Year Est. Return

Shayne & Jacobs LLC's EWI Position: Q3 2026 in Review

Shayne & Jacobs LLC held its iShares MSCI Italy ETF (EWI) position steady in Q3 2026 at 5,973 shares worth $351K. The position accounts for 0.1% of the portfolio, ranked #81.

Shayne & Jacobs LLC first reported a position in EWI in Q2 2019 and has held it in 30 quarters since. The position peaked at $631K in Q4 2021. 27 funds tracked by Wall St. Rank hold EWI as of Q3 2026.

  • Shayne & Jacobs LLC held 5,973 shares of iShares MSCI Italy ETF worth $351K as of Q3 2026.
  • Shayne & Jacobs LLC left its iShares MSCI Italy ETF share count unchanged in Q3 2026.
  • iShares MSCI Italy ETF made up 0.1% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #81 holding.
  • Shayne & Jacobs LLC first reported a position in iShares MSCI Italy ETF in Q2 2019 and has held it in 30 quarters since.
  • Shayne & Jacobs LLC's iShares MSCI Italy ETF position peaked at $631K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.