Able Wealth Management
EIS icon

Able Wealth Management’s iShares MSCI Israel ETF EIS Stock Holding History

Able Wealth Management’s Portfolio EIS Stock Details EIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$227K Buy
1,867
+132
+8% +$16.1K 0.05% 152
2026
Q2 		$209K Sell
1,735
-175
-9% -$22.4K 0.05% 152
2026
Q1 		$222K Buy
+1,910
New +$229K 0.06% 117

Other funds holding EIS

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Able Wealth Management's EIS Position: Q3 2026 in Review

Able Wealth Management increased its iShares MSCI Israel ETF (EIS) stake by 7.6% in Q3 2026, buying an estimated $16.1K and bringing the position to 1,867 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #152.

Able Wealth Management first reported a position in EIS in Q1 2026 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold EIS as of Q3 2026.

  • Able Wealth Management held 1,867 shares of iShares MSCI Israel ETF worth $227K as of Q3 2026.
  • Able Wealth Management bought 132 iShares MSCI Israel ETF shares in Q3 2026, an estimated $16.1K.
  • iShares MSCI Israel ETF made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #152 holding.
  • Able Wealth Management first reported a position in iShares MSCI Israel ETF in Q1 2026 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.