JWM
EWA icon

JGP Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

JGP Wealth Management’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354K Buy
12,579
+1,762
+16% +$51.1K 0.03% 179
2026
Q1 		$300K Buy
10,817
+949
+10% +$26.7K 0.03% 178
2025
Q4 		$258K Buy
+9,868
New +$261K 0.03% 201

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

JGP Wealth Management's EWA Position: Q2 2026 in Review

JGP Wealth Management increased its iShares MSCI Australia ETF (EWA) stake by 16% in Q2 2026, buying an estimated $51.1K and bringing the position to 12,579 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #179.

JGP Wealth Management first reported a position in EWA in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

  • JGP Wealth Management held 12,579 shares of iShares MSCI Australia ETF worth $354K as of Q2 2026.
  • JGP Wealth Management bought 1,762 iShares MSCI Australia ETF shares in Q2 2026, an estimated $51.1K.
  • iShares MSCI Australia ETF made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #179 holding.
  • JGP Wealth Management first reported a position in iShares MSCI Australia ETF in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.