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

AE 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 Q2	$4.59K	Sell	38 -242	-86%	-$30.9K	﹤0.01%	2481
2026 Q1	$32.5K	Buy	280 +16	+6%	+$1.92K	﹤0.01%	2051
2025 Q4	$29K	Buy	264 +22	+9%	+$2.3K	﹤0.01%	1952
2025 Q3	$24.3K	Sell	242 -290	-55%	-$27.2K	﹤0.01%	1861
2025 Q2	$50.5K	Hold	532	–	–	﹤0.01%	1603
2025 Q1	$39.6K	Buy	532 +312	+142%	+$24.7K	﹤0.01%	1620
2024 Q4	$17K	Buy	+220	New	+$15.7K	﹤0.01%	1762

Other funds holding EIS

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AE Wealth Management's EIS Position: Q2 2026 in Review

AE Wealth Management reduced its iShares MSCI Israel ETF (EIS) stake by 86% in Q2 2026, selling an estimated $30.9K and leaving 38 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

AE Wealth Management first reported a position in EIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.5K in Q2 2025. 180 funds tracked by Wall St. Rank hold EIS as of Q2 2026.

AE Wealth Management held 38 shares of iShares MSCI Israel ETF worth $4.59K as of Q2 2026.
AE Wealth Management sold 242 iShares MSCI Israel ETF shares in Q2 2026, an estimated $30.9K.
iShares MSCI Israel ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2481 holding.
AE Wealth Management first reported a position in iShares MSCI Israel ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's iShares MSCI Israel ETF position peaked at $50.5K in Q2 2025.
180 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.