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

BigSur 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	$1.01M	Buy	8,400 +5,400	+180%	+$691K	0.24%	98
2026 Q1	$348K	Hold	3,000	–	–	0.1%	135
2025 Q4	$330K	Hold	3,000	–	–	0.08%	131
2025 Q3	$301K	Hold	3,000	–	–	0.07%	134
2025 Q2	$285K	Hold	3,000	–	–	0.07%	135
2025 Q1	$223K	Hold	3,000	–	–	0.06%	141
2024 Q4	$231K	Hold	3,000	–	–	0.07%	139
2024 Q3	$203K	Hold	3,000	–	–	0.06%	146
2024 Q2	$182K	Hold	3,000	–	–	0.06%	142
2024 Q1	$191K	Buy	+3,000	New	+$181K	0.06%	139
2021 Q2	–	Sell	-3,000	Closed	-$194K	–	126
2021 Q1	$194K	Buy	+3,000	New	+$196K	0.1%	115

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

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

BigSur Wealth Management increased its iShares MSCI Israel ETF (EIS) stake by 180% in Q2 2026, buying an estimated $691K and bringing the position to 8,400 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #98.

BigSur Wealth Management first reported a position in EIS in Q1 2021 and has held it in 11 quarters since. 180 funds tracked by Wall St. Rank hold EIS as of Q2 2026.

BigSur Wealth Management held 8,400 shares of iShares MSCI Israel ETF worth $1.01M as of Q2 2026.
BigSur Wealth Management bought 5,400 iShares MSCI Israel ETF shares in Q2 2026, an estimated $691K.
iShares MSCI Israel ETF made up 0.24% of BigSur Wealth Management's portfolio in Q2 2026, its #98 holding.
BigSur Wealth Management first reported a position in iShares MSCI Israel ETF in Q1 2021 and has held it in 11 quarters since.
180 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.