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JGP Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

JGP Wealth Management’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Buy
6,462
+44
+0.7% +$2.06K 0.03% 197
2026
Q1 		$292K Buy
6,418
+671
+12% +$30.9K 0.03% 182
2025
Q4 		$253K Buy
+5,747
New +$246K 0.03% 205

Other funds holding EWU

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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JGP Wealth Management's EWU Position: Q2 2026 in Review

JGP Wealth Management increased its iShares MSCI United Kingdom ETF (EWU) stake by 0.69% in Q2 2026, buying an estimated $2.06K and bringing the position to 6,462 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #197.

JGP Wealth Management first reported a position in EWU in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

  • JGP Wealth Management held 6,462 shares of iShares MSCI United Kingdom ETF worth $298K as of Q2 2026.
  • JGP Wealth Management bought 44 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $2.06K.
  • iShares MSCI United Kingdom ETF made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #197 holding.
  • JGP Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.