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

Cyndeo 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
Q2 		$405K Sell
3,358
-41
-1% -$5.24K 0.02% 381
2026
Q1 		$394K Sell
3,399
-359
-10% -$43.1K 0.02% 361
2025
Q4 		$414K Sell
3,758
-81
-2% -$8.45K 0.02% 349
2025
Q3 		$385K Buy
3,839
+172
+5% +$16.2K 0.02% 347
2025
Q2 		$348K Sell
3,667
-123
-3% -$10K 0.02% 361
2025
Q1 		$282K Buy
+3,790
New +$301K 0.02% 374

Other funds holding EIS

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM

Cyndeo Wealth Partners's EIS Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its iShares MSCI Israel ETF (EIS) stake by 1.2% in Q2 2026, selling an estimated $5.24K and leaving 3,358 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #381.

Cyndeo Wealth Partners first reported a position in EIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $414K in Q4 2025. 30 funds tracked by Wall St. Rank hold EIS as of Q2 2026.

  • Cyndeo Wealth Partners held 3,358 shares of iShares MSCI Israel ETF worth $405K as of Q2 2026.
  • Cyndeo Wealth Partners sold 41 iShares MSCI Israel ETF shares in Q2 2026, an estimated $5.24K.
  • iShares MSCI Israel ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #381 holding.
  • Cyndeo Wealth Partners first reported a position in iShares MSCI Israel ETF in Q1 2025 and has held it in 6 quarters since.
  • Cyndeo Wealth Partners's iShares MSCI Israel ETF position peaked at $414K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.