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

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

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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return