Avantax Planning Partners’s iShares MSCI Israel ETF EIS Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-4,115	Closed	-$236K	–	368
2022 Q3	$236K	Hold	4,115	–	–	0.01%	300
2022 Q2	$243K	Hold	4,115	–	–	0.01%	302
2022 Q1	$305K	Hold	4,115	–	–	0.01%	275
2021 Q4	$321K	Buy	+4,115	New	+$312K	0.01%	268

Other funds holding EIS

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Avantax Planning Partners's EIS Position: Q4 2022 in Review

Avantax Planning Partners sold out of iShares MSCI Israel ETF (EIS) in Q4 2022, closing a stake of 4,115 shares — an estimated $236K sold.

Avantax Planning Partners first reported a position in EIS in Q4 2021 and held it in 4 quarters. The position peaked at $321K in Q4 2021. 75 funds tracked by Wall St. Rank hold EIS as of Q4 2022.

Avantax Planning Partners reported no remaining iShares MSCI Israel ETF position as of Q4 2022 after selling out during the quarter.
Avantax Planning Partners sold 4,115 iShares MSCI Israel ETF shares in Q4 2022, an estimated $236K.
Avantax Planning Partners first reported a position in iShares MSCI Israel ETF in Q4 2021 and held it in 4 quarters.
Avantax Planning Partners's iShares MSCI Israel ETF position peaked at $321K in Q4 2021.
75 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q4 2022.

Based on Avantax Planning Partners's 13F filing for Q4 2022, filed 10 Feb 2023.