Elm Advisors’s iShares MSCI Israel ETF EIS Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-625	Closed	-$40K	–	136
2020 Q4	$40K	Buy	+625	New	+$36K	0.02%	175
2018 Q4	–	Sell	-925	Closed	-$52K	–	129
2018 Q3	$52K	Buy	+925	New	+$50.6K	0.03%	161

Other funds holding EIS

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Elm Advisors's EIS Position: Q1 2021 in Review

Elm Advisors sold out of iShares MSCI Israel ETF (EIS) in Q1 2021, closing a stake of 625 shares — an estimated $40K sold.

Elm Advisors first reported a position in EIS in Q3 2018 and held it in 2 quarters. The position peaked at $52K in Q3 2018. 66 funds tracked by Wall St. Rank hold EIS as of Q1 2021.

Elm Advisors reported no remaining iShares MSCI Israel ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 625 iShares MSCI Israel ETF shares in Q1 2021, an estimated $40K.
Elm Advisors first reported a position in iShares MSCI Israel ETF in Q3 2018 and held it in 2 quarters.
Elm Advisors's iShares MSCI Israel ETF position peaked at $52K in Q3 2018.
66 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.