Hefty Wealth Partners’s iShares MSCI Israel ETF EIS Stock Holding History

Hefty Wealth Partners’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
2017 Q3	–	Sell	-17,348	Closed	-$942K	–	254
2017 Q2	$942K	Buy	17,348 +726	+4%	+$38.2K	0.64%	49
2017 Q1	$851K	Buy	+16,622	New	+$823K	0.62%	64

Other funds holding EIS

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Hefty Wealth Partners's EIS Position: Q3 2017 in Review

Hefty Wealth Partners sold out of iShares MSCI Israel ETF (EIS) in Q3 2017, closing a stake of 17,348 shares — an estimated $942K sold.

Hefty Wealth Partners first reported a position in EIS in Q1 2017 and held it in 2 quarters. The position peaked at $942K in Q2 2017. 55 funds tracked by Wall St. Rank hold EIS as of Q3 2017.

Hefty Wealth Partners reported no remaining iShares MSCI Israel ETF position as of Q3 2017 after selling out during the quarter.
Hefty Wealth Partners sold 17,348 iShares MSCI Israel ETF shares in Q3 2017, an estimated $942K.
Hefty Wealth Partners first reported a position in iShares MSCI Israel ETF in Q1 2017 and held it in 2 quarters.
Hefty Wealth Partners's iShares MSCI Israel ETF position peaked at $942K in Q2 2017.
55 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.