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GeoWealth Management’s iShares MSCI Israel ETF EIS Stock Holding History

GeoWealth Management’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 		– Sell
-5,453
Closed -$633K – 910
2026
Q1 		$633K Buy
+5,453
New +$654K 0.02% 416

Other funds holding EIS

Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GeoWealth Management's EIS Position: Q2 2026 in Review

GeoWealth Management sold out of iShares MSCI Israel ETF (EIS) in Q2 2026, closing a stake of 5,453 shares — an estimated $633K sold.

GeoWealth Management first reported a position in EIS in Q1 2026 and held it in 1 quarter. The position peaked at $633K in Q1 2026. 180 funds tracked by Wall St. Rank hold EIS as of Q2 2026.

  • GeoWealth Management reported no remaining iShares MSCI Israel ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 5,453 iShares MSCI Israel ETF shares in Q2 2026, an estimated $633K.
  • GeoWealth Management first reported a position in iShares MSCI Israel ETF in Q1 2026 and held it in 1 quarter.
  • GeoWealth Management's iShares MSCI Israel ETF position peaked at $633K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.