JP Morgan Private Wealth Advisors’s iShares MSCI Israel ETF EIS Stock Holding History

JP Morgan Private 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
2023 Q1	–	Sell	-3,579	Closed	-$200K	–	1959
2022 Q4	$200K	Buy	3,579 +13	+0.4%	+$770	﹤0.01%	1825
2022 Q3	$204K	Buy	+3,566	New	+$228K	﹤0.01%	1802
2022 Q2	–	Sell	-2,818	Closed	-$209K	–	1946
2022 Q1	$209K	Buy	+2,818	New	+$208K	﹤0.01%	1893
2015 Q4	–	Sell	-5,465	Closed	-$262K	–	1173
2015 Q3	$262K	Hold	5,465	–	–	﹤0.01%	839
2015 Q2	$281K	Hold	5,465	–	–	﹤0.01%	872
2015 Q1	$276K	Buy	+5,465	New	+$261K	﹤0.01%	920

Other funds holding EIS

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

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

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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

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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's EIS Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of iShares MSCI Israel ETF (EIS) in Q1 2023, closing a stake of 3,579 shares — an estimated $200K sold.

JP Morgan Private Wealth Advisors first reported a position in EIS in Q1 2015 and held it in 6 quarters. The position peaked at $281K in Q2 2015. 62 funds tracked by Wall St. Rank hold EIS as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining iShares MSCI Israel ETF position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,579 iShares MSCI Israel ETF shares in Q1 2023, an estimated $200K.
JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Israel ETF in Q1 2015 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's iShares MSCI Israel ETF position peaked at $281K in Q2 2015.
62 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.