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

Castle Rock 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 		$686K Hold
5,689
– – 0.13% 149
2026
Q1 		$670K Buy
+5,689
New +$683K 0.15% 147

Other funds holding EIS

Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Castle Rock Wealth Management's EIS Position: Q2 2026 in Review

Castle Rock Wealth Management held its iShares MSCI Israel ETF (EIS) position steady in Q2 2026 at 5,689 shares worth $686K. The position accounts for 0.13% of the portfolio, ranked #149.

Castle Rock Wealth Management first reported a position in EIS in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold EIS as of Q2 2026.

  • Castle Rock Wealth Management held 5,689 shares of iShares MSCI Israel ETF worth $686K as of Q2 2026.
  • Castle Rock Wealth Management left its iShares MSCI Israel ETF share count unchanged in Q2 2026.
  • iShares MSCI Israel ETF made up 0.13% of Castle Rock Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Castle Rock Wealth Management first reported a position in iShares MSCI Israel ETF in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.