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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 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.