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Householder Group Estate & Retirement Specialist’s iShares MSCI Israel ETF EIS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-1,810
Closed -$122K – 725
2024
Q3 		$122K Buy
1,810
+160
+10% +$10.2K 0.04% 331
2024
Q2 		$100K Hold
1,650
– – 0.03% 350
2024
Q1 		$105K Hold
1,650
– – 0.03% 335
2023
Q4 		$96K Hold
1,650
– – 0.03% 342
2023
Q3 		$89.2K Buy
+1,650
New +$91K 0.03% 340
2023
Q1 		$90K Buy
+1,650
New +$93.5K 0.03% 327
2022
Q4 		– Sell
-1,650
Closed -$94K – 520
2022
Q3 		$94K Buy
+1,650
New +$105K 0.04% 285

Other funds holding EIS

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EIS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI Israel ETF (EIS) in Q4 2024, closing a stake of 1,810 shares — an estimated $122K sold.

Householder Group Estate & Retirement Specialist first reported a position in EIS in Q3 2022 and held it in 7 quarters. The position peaked at $122K in Q3 2024. 92 funds tracked by Wall St. Rank hold EIS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI Israel ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,810 iShares MSCI Israel ETF shares in Q4 2024, an estimated $122K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI Israel ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's iShares MSCI Israel ETF position peaked at $122K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.