AF
EIS icon

Allworth Financial’s iShares MSCI Israel ETF EIS Stock Holding History

Allworth Financial’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
Q1 		$206K Buy
1,774
+205
+13% +$24.6K ﹤0.01% 1391
2025
Q4 		$173K Buy
1,569
+616
+65% +$64.3K ﹤0.01% 1416
2025
Q3 		$95.6K Hold
953
– – ﹤0.01% 1711
2025
Q2 		$90.5K Buy
953
+544
+133% +$44.3K ﹤0.01% 1600
2025
Q1 		$31.8K Hold
409
– – ﹤0.01% 1792
2024
Q4 		$33.7K Hold
409
– – ﹤0.01% 1782
2024
Q3 		$27.6K Hold
409
– – ﹤0.01% 1709
2024
Q2 		$26.1K Buy
+409
New +$24.8K ﹤0.01% 1712

Other funds holding EIS

Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $156M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return