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

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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. 180 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.
180 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.