JFS Wealth Advisors’s iShares MSCI Israel ETF EIS Stock Holding History

JFS Wealth Advisors’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	$111K	Buy	920 +561	+156%	+$71.7K	0.01%	414
2026 Q1	$41.7K	Hold	359	–	–	﹤0.01%	560
2025 Q4	$39.5K	Buy	359 +4	+1%	+$417	﹤0.01%	586
2025 Q3	$35.7K	Hold	355	–	–	﹤0.01%	573
2025 Q2	$33.7K	Buy	355 +1	+0.3%	+$81	﹤0.01%	547
2025 Q1	$26.3K	Hold	354	–	–	﹤0.01%	603
2024 Q4	$27.2K	Buy	354 +3	+0.9%	+$214	﹤0.01%	577
2024 Q3	$23.7K	Hold	351	–	–	﹤0.01%	605
2024 Q2	$21.3K	Buy	+351	New	+$21.3K	﹤0.01%	589

Other funds holding EIS

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return