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

Cornerstone 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
2018
Q3 		– Sell
-603,246
Closed -$11.6M – 1362
2018
Q2 		$11.6M Buy
+603,246
New +$30.8M 0.13% 169

Other funds holding EIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Cornerstone Wealth Management's EIS Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of iShares MSCI Israel ETF (EIS) in Q3 2018, closing a stake of 603,246 shares — an estimated $11.6M sold.

Cornerstone Wealth Management first reported a position in EIS in Q2 2018 and held it in 1 quarter. The position peaked at $11.6M in Q2 2018. 59 funds tracked by Wall St. Rank hold EIS as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining iShares MSCI Israel ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 603,246 iShares MSCI Israel ETF shares in Q3 2018, an estimated $11.6M.
  • Cornerstone Wealth Management first reported a position in iShares MSCI Israel ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares MSCI Israel ETF position peaked at $11.6M in Q2 2018.
  • 59 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.