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Evergreen Private Wealth’s iShares MSCI Israel ETF EIS Stock Holding History

Evergreen Private Wealth’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
2025
Q3 		– Sell
-1,996
Closed -$189K – 260
2025
Q2 		$189K Buy
1,996
+24
+1% +$1.96K 0.08% 69
2025
Q1 		$147K Buy
+1,972
New +$156K 0.07% 82

Other funds holding EIS

Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $399M AUM 39.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Evergreen Private Wealth's EIS Position: Q3 2025 in Review

Evergreen Private Wealth sold out of iShares MSCI Israel ETF (EIS) in Q3 2025, closing a stake of 1,996 shares — an estimated $189K sold.

Evergreen Private Wealth first reported a position in EIS in Q1 2025 and held it in 2 quarters. The position peaked at $189K in Q2 2025. 128 funds tracked by Wall St. Rank hold EIS as of Q3 2025.

  • Evergreen Private Wealth reported no remaining iShares MSCI Israel ETF position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 1,996 iShares MSCI Israel ETF shares in Q3 2025, an estimated $189K.
  • Evergreen Private Wealth first reported a position in iShares MSCI Israel ETF in Q1 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's iShares MSCI Israel ETF position peaked at $189K in Q2 2025.
  • 128 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.