JWM
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JHP Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

JHP Wealth Management’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,580
Closed -$221K – 41
2026
Q1 		$221K Sell
5,580
-2,404
-30% -$102K 0.21% 30
2025
Q4 		$339K Buy
+7,984
New +$330K 0.33% 25

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

JHP Wealth Management's EWG Position: Q2 2026 in Review

JHP Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q2 2026, closing a stake of 5,580 shares — an estimated $221K sold.

JHP Wealth Management first reported a position in EWG in Q4 2025 and held it in 2 quarters. The position peaked at $339K in Q4 2025. 186 funds tracked by Wall St. Rank hold EWG as of Q2 2026.

  • JHP Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q2 2026 after selling out during the quarter.
  • JHP Wealth Management sold 5,580 iShares MSCI Germany ETF shares in Q2 2026, an estimated $221K.
  • JHP Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2025 and held it in 2 quarters.
  • JHP Wealth Management's iShares MSCI Germany ETF position peaked at $339K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2026.

Based on JHP Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.