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JGP Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

JGP Wealth Management’s Portfolio EWL Stock Details EWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$239K Buy
4,041
+328
+9% +$20.5K 0.02% 220
2026
Q2 		$233K Buy
+3,713
New +$228K 0.02% 213

Other funds holding EWL

BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

JGP Wealth Management increased its iShares MSCI Switzerland ETF (EWL) stake by 8.8% in Q3 2026, buying an estimated $20.5K and bringing the position to 4,041 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #220.

JGP Wealth Management first reported a position in EWL in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold EWL as of Q3 2026.

  • JGP Wealth Management held 4,041 shares of iShares MSCI Switzerland ETF worth $239K as of Q3 2026.
  • JGP Wealth Management bought 328 iShares MSCI Switzerland ETF shares in Q3 2026, an estimated $20.5K.
  • iShares MSCI Switzerland ETF made up 0.02% of JGP Wealth Management's portfolio in Q3 2026, its #220 holding.
  • JGP Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2026.

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