Golden State Wealth Management’s iShares MSCI Israel ETF EIS Stock Holding History

Golden State Wealth 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
2020 Q2	–	Sell	-89	Closed	-$4K	–	379
2020 Q1	$4K	Buy	+89	New	+$4.82K	﹤0.01%	770
2019 Q4	–	Sell	-89	Closed	-$5K	–	287
2019 Q3	$5K	Hold	89	–	–	﹤0.01%	854
2019 Q2	$4K	Hold	89	–	–	﹤0.01%	896
2019 Q1	$5K	Buy	+89	New	+$4.74K	﹤0.01%	899

Other funds holding EIS

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SLAM

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

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

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

MRC

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

CCA

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

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

Golden State Wealth Management's EIS Position: Q2 2020 in Review

Golden State Wealth Management sold out of iShares MSCI Israel ETF (EIS) in Q2 2020, closing a stake of 89 shares — an estimated $4K sold.

Golden State Wealth Management first reported a position in EIS in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q3 2019. 57 funds tracked by Wall St. Rank hold EIS as of Q2 2020.

Golden State Wealth Management reported no remaining iShares MSCI Israel ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 89 iShares MSCI Israel ETF shares in Q2 2020, an estimated $4K.
Golden State Wealth Management first reported a position in iShares MSCI Israel ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's iShares MSCI Israel ETF position peaked at $5K in Q3 2019.
57 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.