JGP Wealth Management
EWU icon

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
Q3 		$400K Buy
8,595
+2,133
+33% +$102K 0.04% 173
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
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
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Bank Hapoalim BM
Bank Hapoalim BM Tel Aviv, Israel $919M AUM 14.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

JGP Wealth Management increased its iShares MSCI United Kingdom ETF (EWU) stake by 33% in Q3 2026, buying an estimated $102K and bringing the position to 8,595 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #173.

JGP Wealth Management first reported a position in EWU in Q4 2025 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold EWU as of Q3 2026.

  • JGP Wealth Management held 8,595 shares of iShares MSCI United Kingdom ETF worth $400K as of Q3 2026.
  • JGP Wealth Management bought 2,133 iShares MSCI United Kingdom ETF shares in Q3 2026, an estimated $102K.
  • iShares MSCI United Kingdom ETF made up 0.04% of JGP Wealth Management's portfolio in Q3 2026, its #173 holding.
  • JGP Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2025 and has held it in 4 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2026.

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