Financial Architects (New Jersey)’s iShares MSCI Israel ETF EIS Stock Holding History

Financial Architects (New Jersey)’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
2020 Q1	–	Sell	-1,600	Closed	-$92K	–	862
2019 Q4	$92K	Hold	1,600	–	–	0.02%	342
2019 Q3	$87K	Hold	1,600	–	–	0.02%	355
2019 Q2	$87K	Hold	1,600	–	–	0.02%	403
2019 Q1	$86K	Hold	1,600	–	–	0.01%	496
2018 Q4	$77K	Hold	1,600	–	–	0.01%	460
2018 Q3	$90K	Hold	1,600	–	–	0.01%	497
2018 Q2	$83K	Hold	1,600	–	–	0.01%	440
2018 Q1	$79K	Hold	1,600	–	–	0.02%	506
2017 Q4	$82K	Hold	1,600	–	–	0.01%	539
2017 Q3	$80K	Hold	1,600	–	–	0.01%	545
2017 Q2	$87K	Hold	1,600	–	–	0.02%	518
2017 Q1	$82K	Hold	1,600	–	–	0.01%	523
2016 Q4	$74K	Buy	+1,600	New	+$74.7K	0.02%	467

Other funds holding EIS

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

SLAM

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

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

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

Financial Architects (New Jersey)'s EIS Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of iShares MSCI Israel ETF (EIS) in Q1 2020, closing a stake of 1,600 shares — an estimated $92K sold.

Financial Architects (New Jersey) first reported a position in EIS in Q4 2016 and held it in 13 quarters. The position peaked at $92K in Q4 2019. 51 funds tracked by Wall St. Rank hold EIS as of Q1 2020.

Financial Architects (New Jersey) reported no remaining iShares MSCI Israel ETF position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,600 iShares MSCI Israel ETF shares in Q1 2020, an estimated $92K.
Financial Architects (New Jersey) first reported a position in iShares MSCI Israel ETF in Q4 2016 and held it in 13 quarters.
Financial Architects (New Jersey)'s iShares MSCI Israel ETF position peaked at $92K in Q4 2019.
51 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.