Concord Wealth Partners’s iShares MSCI Israel ETF EIS Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-65	Closed	-$7.15K	–	355
2025 Q4	$7.15K	Buy	+65	New	+$6.78K	﹤0.01%	574
2023 Q1	–	Sell	-84	Closed	-$4.7K	–	1053
2022 Q4	$4.7K	Buy	+84	New	+$4.98K	﹤0.01%	776

Other funds holding EIS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFO

Pioneer Family Office North Miami Beach, Florida $156M AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concord Wealth Partners's EIS Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares MSCI Israel ETF (EIS) in Q1 2026, closing a stake of 65 shares — an estimated $7.15K sold.

Concord Wealth Partners first reported a position in EIS in Q4 2022 and held it in 2 quarters. The position peaked at $7.15K in Q4 2025. 171 funds tracked by Wall St. Rank hold EIS as of Q1 2026.

Concord Wealth Partners reported no remaining iShares MSCI Israel ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 65 iShares MSCI Israel ETF shares in Q1 2026, an estimated $7.15K.
Concord Wealth Partners first reported a position in iShares MSCI Israel ETF in Q4 2022 and held it in 2 quarters.
Concord Wealth Partners's iShares MSCI Israel ETF position peaked at $7.15K in Q4 2025.
171 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.