JGP Wealth Management
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
Q3 		$339K Sell
11,968
-611
-5% -$17.9K 0.03% 186
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 $2.32T AUM 44.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BOCHK Asset Management
BOCHK Asset Management Hong Kong $710M AUM 67.5% 1-Year Est. Return

JGP Wealth Management's EWA Position: Q3 2026 in Review

JGP Wealth Management reduced its iShares MSCI Australia ETF (EWA) stake by 4.9% in Q3 2026, selling an estimated $17.9K and leaving 11,968 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #186.

JGP Wealth Management first reported a position in EWA in Q4 2025 and has held it in 4 quarters since. The position peaked at $354K in Q2 2026. 104 funds tracked by Wall St. Rank hold EWA as of Q3 2026.

  • JGP Wealth Management held 11,968 shares of iShares MSCI Australia ETF worth $339K as of Q3 2026.
  • JGP Wealth Management sold 611 iShares MSCI Australia ETF shares in Q3 2026, an estimated $17.9K.
  • iShares MSCI Australia ETF made up 0.03% of JGP Wealth Management's portfolio in Q3 2026, its #186 holding.
  • JGP Wealth Management first reported a position in iShares MSCI Australia ETF in Q4 2025 and has held it in 4 quarters since.
  • JGP Wealth Management's iShares MSCI Australia ETF position peaked at $354K in Q2 2026.
  • 104 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.