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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return