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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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. 600 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.
600 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.