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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

SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SGC
Slocum, Gordon & Co Newport, Rhode Island $151M AUM 26.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM

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. 42 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.
  • 42 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.