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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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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.