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 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bernard Wealth Management's EIS Position: Q1 2026 in Review

Bernard Wealth Management held its iShares MSCI Israel ETF (EIS) position steady in Q1 2026 at 1,559 shares worth $181K. The position accounts for 0.08% of the portfolio, ranked #66.

Bernard Wealth Management first reported a position in EIS in Q4 2024 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold EIS as of Q1 2026.

Bernard Wealth Management held 1,559 shares of iShares MSCI Israel ETF worth $181K as of Q1 2026.
Bernard Wealth Management left its iShares MSCI Israel ETF share count unchanged in Q1 2026.
iShares MSCI Israel ETF made up 0.08% of Bernard Wealth Management's portfolio in Q1 2026, its #66 holding.
Bernard Wealth Management first reported a position in iShares MSCI Israel ETF in Q4 2024 and has held it in 6 quarters since.
171 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.