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

JPL 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 		$27.7K Hold
670
– – 0.01% 370
2026
Q1 		$26.6K Buy
+670
New +$28.4K 0.01% 346
2025
Q4 		– Sell
-670
Closed -$27.9K – 437
2025
Q3 		$27.9K Buy
+670
New +$28.1K 0.01% 334

Other funds holding EWG

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

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

JPL Wealth Management held its iShares MSCI Germany ETF (EWG) position steady in Q2 2026 at 670 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #370.

JPL Wealth Management first reported a position in EWG in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.9K in Q3 2025. 186 funds tracked by Wall St. Rank hold EWG as of Q2 2026.

  • JPL Wealth Management held 670 shares of iShares MSCI Germany ETF worth $27.7K as of Q2 2026.
  • JPL Wealth Management left its iShares MSCI Germany ETF share count unchanged in Q2 2026.
  • iShares MSCI Germany ETF made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #370 holding.
  • JPL Wealth Management first reported a position in iShares MSCI Germany ETF in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's iShares MSCI Germany ETF position peaked at $27.9K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.