Creative Planning
EIS icon

Creative Planning’s iShares MSCI Israel ETF EIS Stock Holding History

Creative Planning’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 		$415K Buy
3,578
+570
+19% +$68.4K ﹤0.01% 3166
2025
Q4 		$331K Buy
3,008
+32
+1% +$3.34K ﹤0.01% 3176
2025
Q3 		$298K Buy
2,976
+100
+3% +$9.4K ﹤0.01% 3147
2025
Q2 		$273K Sell
2,876
-2,125
-42% -$173K ﹤0.01% 2980
2025
Q1 		$372K Buy
5,001
+859
+21% +$68.1K ﹤0.01% 2566
2024
Q4 		$319K Buy
+4,142
New +$296K ﹤0.01% 2609
2021
Q3 		– Sell
-5,074
Closed -$354K – 2141
2021
Q2 		$354K Buy
+5,074
New +$345K ﹤0.01% 1477
2017
Q3 		– Sell
-1,170
Closed -$64K – 2391
2017
Q2 		$64K Hold
1,170
– – ﹤0.01% 2317
2017
Q1 		$60K Hold
1,170
– – ﹤0.01% 2339
2016
Q4 		$54K Hold
1,170
– – ﹤0.01% 2328
2016
Q3 		$56K Hold
1,170
– – ﹤0.01% 2273
2016
Q2 		$55K Hold
1,170
– – ﹤0.01% 2075
2016
Q1 		$56K Hold
1,170
– – ﹤0.01% 2014
2015
Q4 		$58K Hold
1,170
– – ﹤0.01% 1997
2015
Q3 		$56K Buy
+1,170
New +$61.4K ﹤0.01% 1962
2015
Q2 		– Sell
-1,010
Closed -$51K – 1628
2015
Q1 		$51K Hold
1,010
– – ﹤0.01% 2018
2014
Q4 		$47K Buy
+1,010
New +$49.1K ﹤0.01% 2046
2014
Q2 		– Sell
-50
Closed -$3K – 3813
2014
Q1 		$3K Buy
+50
New +$2.48K ﹤0.01% 3250

Other funds holding EIS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's EIS Position: Q1 2026 in Review

Creative Planning increased its iShares MSCI Israel ETF (EIS) stake by 19% in Q1 2026, buying an estimated $68.4K and bringing the position to 3,578 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #3166.

Creative Planning first reported a position in EIS in Q1 2014 and has held it in 18 quarters since. 171 funds tracked by Wall St. Rank hold EIS as of Q1 2026.

  • Creative Planning held 3,578 shares of iShares MSCI Israel ETF worth $415K as of Q1 2026.
  • Creative Planning bought 570 iShares MSCI Israel ETF shares in Q1 2026, an estimated $68.4K.
  • iShares MSCI Israel ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3166 holding.
  • Creative Planning first reported a position in iShares MSCI Israel ETF in Q1 2014 and has held it in 18 quarters since.
  • 171 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.