JGP Wealth Management
EWY icon

JGP Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

JGP Wealth Management’s Portfolio EWY Stock Details EWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.15M Buy
6,304
+668
+12% +$118K 0.1% 107
2026
Q2 		$1.14M Buy
5,636
+901
+19% +$159K 0.1% 103
2026
Q1 		$582K Buy
4,735
+485
+11% +$60.7K 0.06% 136
2025
Q4 		$413K Buy
4,250
+1,476
+53% +$135K 0.04% 162
2025
Q3 		$232K Buy
+2,774
New +$207K 0.03% 191

Other funds holding EWY

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

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

JGP Wealth Management increased its iShares MSCI South Korea ETF (EWY) stake by 12% in Q3 2026, buying an estimated $118K and bringing the position to 6,304 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #107.

JGP Wealth Management first reported a position in EWY in Q3 2025 and has held it in 5 quarters since. 286 funds tracked by Wall St. Rank hold EWY as of Q3 2026.

  • JGP Wealth Management held 6,304 shares of iShares MSCI South Korea ETF worth $1.15M as of Q3 2026.
  • JGP Wealth Management bought 668 iShares MSCI South Korea ETF shares in Q3 2026, an estimated $118K.
  • iShares MSCI South Korea ETF made up 0.1% of JGP Wealth Management's portfolio in Q3 2026, its #107 holding.
  • JGP Wealth Management first reported a position in iShares MSCI South Korea ETF in Q3 2025 and has held it in 5 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2026.

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