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

Axxcess 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
2022
Q1 		– Sell
-4,743
Closed -$369K – 654
2021
Q4 		$369K Buy
+4,743
New +$360K 0.03% 426

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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

Axxcess Wealth Management's EIS Position: Q1 2022 in Review

Axxcess Wealth Management sold out of iShares MSCI Israel ETF (EIS) in Q1 2022, closing a stake of 4,743 shares — an estimated $369K sold.

Axxcess Wealth Management first reported a position in EIS in Q4 2021 and held it in 1 quarter. The position peaked at $369K in Q4 2021. 79 funds tracked by Wall St. Rank hold EIS as of Q1 2022.

  • Axxcess Wealth Management reported no remaining iShares MSCI Israel ETF position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,743 iShares MSCI Israel ETF shares in Q1 2022, an estimated $369K.
  • Axxcess Wealth Management first reported a position in iShares MSCI Israel ETF in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares MSCI Israel ETF position peaked at $369K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.