CX Institutional
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CX Institutional’s iShares MSCI Israel ETF EIS Stock Holding History

CX Institutional’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
Q3 		$593K Buy
4,887
+95
+2% +$11.6K 0.02% 435
2026
Q2 		$578K Buy
4,792
+4,265
+809% +$545K 0.02% 436
2026
Q1 		$61K Hold
527
– – ﹤0.01% 936
2025
Q4 		$58K Buy
527
+452
+603% +$47.2K ﹤0.01% 950
2025
Q3 		$8K Hold
75
– – ﹤0.01% 1223
2025
Q2 		$7K Hold
75
– – ﹤0.01% 1074
2025
Q1 		$6K Buy
+75
New +$5.95K ﹤0.01% 1051
2023
Q3 		– Sell
-248,977
Closed -$13.3M – 495
2023
Q2 		$13.3M Buy
248,977
+65,778
+36% +$3.56M 0.69% 39
2023
Q1 		$10M Buy
183,199
+90,184
+97% +$5.11M 0.53% 53
2022
Q4 		$5.21M Buy
93,015
+3,631
+4% +$215K 0.32% 76
2022
Q3 		$5.12M Buy
89,384
+89,041
+25,959% +$5.68M 0.36% 72
2022
Q2 		$20K Buy
+343
New +$22.6K ﹤0.01% 841
2021
Q4 		– Sell
-70,611
Closed -$5.06M – 496
2021
Q3 		$5.06M Sell
70,611
-1,514
-2% -$107K 0.41% 65
2021
Q2 		$5.02M Buy
72,125
+1,764
+3% +$120K 0.41% 65
2021
Q1 		$4.54M Buy
70,361
+18,344
+35% +$1.2M 0.41% 75
2020
Q4 		$3.34M Buy
+52,017
New +$3M 0.32% 78
2019
Q3 		– Sell
-10
Closed -$1K – 830
2019
Q2 		$1K Sell
10
-6
-38% -$327 ﹤0.01% 837
2019
Q1 		$1K Sell
16
-37,874
-100% -$2.02M ﹤0.01% 737
2018
Q4 		$1.84M Buy
37,890
+9,349
+33% +$497K 0.39% 57
2018
Q3 		$1.6M Buy
+28,541
New +$1.56M 0.53% 53

Other funds holding EIS

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
IDBONY
Israel Discount Bank of New York New York $55.4M AUM 8.04% 1-Year Est. Return

CX Institutional's EIS Position: Q3 2026 in Review

CX Institutional increased its iShares MSCI Israel ETF (EIS) stake by 2% in Q3 2026, buying an estimated $11.6K and bringing the position to 4,887 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #435.

CX Institutional first reported a position in EIS in Q3 2018 and has held it in 20 quarters since. The position peaked at $13.3M in Q2 2023. 25 funds tracked by Wall St. Rank hold EIS as of Q3 2026.

  • CX Institutional held 4,887 shares of iShares MSCI Israel ETF worth $593K as of Q3 2026.
  • CX Institutional bought 95 iShares MSCI Israel ETF shares in Q3 2026, an estimated $11.6K.
  • iShares MSCI Israel ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #435 holding.
  • CX Institutional first reported a position in iShares MSCI Israel ETF in Q3 2018 and has held it in 20 quarters since.
  • CX Institutional's iShares MSCI Israel ETF position peaked at $13.3M in Q2 2023.
  • 25 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.