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 Q3	$364K	Sell	3,000 -5,400	-64%	-$659K	0.09%	133
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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

BigSur Wealth Management's EIS Position: Q3 2026 in Review

BigSur Wealth Management reduced its iShares MSCI Israel ETF (EIS) stake by 64% in Q3 2026, selling an estimated $659K and leaving 3,000 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #133.

BigSur Wealth Management first reported a position in EIS in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.01M in Q2 2026. 14 funds tracked by Wall St. Rank hold EIS as of Q3 2026.

BigSur Wealth Management held 3,000 shares of iShares MSCI Israel ETF worth $364K as of Q3 2026.
BigSur Wealth Management sold 5,400 iShares MSCI Israel ETF shares in Q3 2026, an estimated $659K.
iShares MSCI Israel ETF made up 0.09% of BigSur Wealth Management's portfolio in Q3 2026, its #133 holding.
BigSur Wealth Management first reported a position in iShares MSCI Israel ETF in Q1 2021 and has held it in 12 quarters since.
BigSur Wealth Management's iShares MSCI Israel ETF position peaked at $1.01M in Q2 2026.
14 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.