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Amplius Wealth Advisors’s iShares MSCI Israel ETF EIS Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-778
Closed -$60K – 383
2021
Q4 		$60K Buy
+778
New +$59K 0.01% 303

Other funds holding EIS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amplius Wealth Advisors's EIS Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares MSCI Israel ETF (EIS) in Q1 2022, closing a stake of 778 shares — an estimated $60K sold.

Amplius Wealth Advisors first reported a position in EIS in Q4 2021 and held it in 1 quarter. The position peaked at $60K in Q4 2021. 79 funds tracked by Wall St. Rank hold EIS as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares MSCI Israel ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 778 iShares MSCI Israel ETF shares in Q1 2022, an estimated $60K.
  • Amplius Wealth Advisors first reported a position in iShares MSCI Israel ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares MSCI Israel ETF position peaked at $60K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.