JWM
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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
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

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $208M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

JGP Wealth Management increased its iShares MSCI South Korea ETF (EWY) stake by 19% in Q2 2026, buying an estimated $159K and bringing the position to 5,636 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #103.

JGP Wealth Management first reported a position in EWY in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

  • JGP Wealth Management held 5,636 shares of iShares MSCI South Korea ETF worth $1.14M as of Q2 2026.
  • JGP Wealth Management bought 901 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $159K.
  • iShares MSCI South Korea ETF made up 0.1% of JGP Wealth Management's portfolio in Q2 2026, its #103 holding.
  • JGP Wealth Management first reported a position in iShares MSCI South Korea ETF in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

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