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

Bernard 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	$188K	Hold	1,559	–	–	0.07%	68
2026 Q1	$181K	Hold	1,559	–	–	0.08%	66
2025 Q4	$172K	Sell	1,559 -40	-3%	-$4.17K	0.07%	70
2025 Q3	$160K	Hold	1,599	–	–	0.07%	70
2025 Q2	$152K	Buy	1,599 +369	+30%	+$30.1K	0.07%	67
2025 Q1	$91.5K	Hold	1,230	–	–	0.04%	89
2024 Q4	$94.8K	Buy	+1,230	New	+$87.8K	0.04%	87

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 $3.39B AUM 31.21% 1-Year Est. Return

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

Bernard Wealth Management held its iShares MSCI Israel ETF (EIS) position steady in Q2 2026 at 1,559 shares worth $188K. The position accounts for 0.07% of the portfolio, ranked #68.

Bernard Wealth Management first reported a position in EIS in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold EIS as of Q2 2026.

Bernard Wealth Management held 1,559 shares of iShares MSCI Israel ETF worth $188K as of Q2 2026.
Bernard Wealth Management left its iShares MSCI Israel ETF share count unchanged in Q2 2026.
iShares MSCI Israel ETF made up 0.07% of Bernard Wealth Management's portfolio in Q2 2026, its #68 holding.
Bernard Wealth Management first reported a position in iShares MSCI Israel ETF in Q4 2024 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.