JGP Wealth Management
EWC icon

JGP Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

JGP Wealth Management’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$271K Sell
4,649
-1,069
-19% -$64.4K 0.02% 204
2026
Q2 		$330K Buy
5,718
+1,183
+26% +$68.5K 0.03% 183
2026
Q1 		$248K Buy
4,535
+43
+1% +$2.39K 0.03% 199
2025
Q4 		$242K Buy
+4,492
New +$232K 0.03% 209

Other funds holding EWC

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Summit Rock Advisors
Summit Rock Advisors New York $47M AUM 15.03% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Colton Groome Financial Advisors
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

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

JGP Wealth Management reduced its iShares MSCI Canada ETF (EWC) stake by 19% in Q3 2026, selling an estimated $64.4K and leaving 4,649 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #204.

JGP Wealth Management first reported a position in EWC in Q4 2025 and has held it in 4 quarters since. The position peaked at $330K in Q2 2026. 95 funds tracked by Wall St. Rank hold EWC as of Q3 2026.

  • JGP Wealth Management held 4,649 shares of iShares MSCI Canada ETF worth $271K as of Q3 2026.
  • JGP Wealth Management sold 1,069 iShares MSCI Canada ETF shares in Q3 2026, an estimated $64.4K.
  • iShares MSCI Canada ETF made up 0.02% of JGP Wealth Management's portfolio in Q3 2026, its #204 holding.
  • JGP Wealth Management first reported a position in iShares MSCI Canada ETF in Q4 2025 and has held it in 4 quarters since.
  • JGP Wealth Management's iShares MSCI Canada ETF position peaked at $330K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2026.

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