JGP Wealth Management
EWG icon

JGP Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

JGP Wealth Management’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$380K Buy
9,205
+247
+3% +$10.6K 0.03% 177
2026
Q2 		$371K Sell
8,958
-694
-7% -$29.2K 0.03% 175
2026
Q1 		$383K Buy
9,652
+2,162
+29% +$91.6K 0.04% 160
2025
Q4 		$318K Buy
+7,490
New +$310K 0.03% 184

Other funds holding EWG

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Idaho Trust Bank
Idaho Trust Bank Boise, Idaho $332M AUM 9.28% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

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

JGP Wealth Management increased its iShares MSCI Germany ETF (EWG) stake by 2.8% in Q3 2026, buying an estimated $10.6K and bringing the position to 9,205 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #177.

JGP Wealth Management first reported a position in EWG in Q4 2025 and has held it in 4 quarters since. The position peaked at $383K in Q1 2026. 90 funds tracked by Wall St. Rank hold EWG as of Q3 2026.

  • JGP Wealth Management held 9,205 shares of iShares MSCI Germany ETF worth $380K as of Q3 2026.
  • JGP Wealth Management bought 247 iShares MSCI Germany ETF shares in Q3 2026, an estimated $10.6K.
  • iShares MSCI Germany ETF made up 0.03% of JGP Wealth Management's portfolio in Q3 2026, its #177 holding.
  • JGP Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2025 and has held it in 4 quarters since.
  • JGP Wealth Management's iShares MSCI Germany ETF position peaked at $383K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2026.

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