EWT β€” ISHARES INC

Ownership history in JGP Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

JGP Wealth Management, LLC reported ISHARES INC (EWT) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows EWT at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EWT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JGP Wealth Management, LLC's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EWT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JGP Wealth Management, LLC held EWT β€” position size vs. price
% of Fund (quarterly)    EWT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 3,464 β€” β€” 0.03% $246K 2026-04-08 $76.36

FAQ About JGP Wealth Management, LLC and EWT

These are the practical questions this page is built to answer before you even open the full history table.

How long has JGP Wealth Management, LLC reported owning EWT?

JGP Wealth Management, LLC reported EWT across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported EWT position in JGP Wealth Management, LLC's portfolio?

The largest reported portfolio weight for EWT was 0.03% in 2026 Q1.

What is the latest reported EWT position on this page?

The most recent filing on this page is 2026 Q1, when JGP Wealth Management, LLC reported 3,464 shares, equal to 0.03% of portfolio, with an estimated market value of $246K.

What does the chart on this EWT ownership page compare?

The chart compares JGP Wealth Management, LLC's quarterly EWT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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