New Potomac Partners’s iShares MSCI Israel ETF EIS Stock Holding History

New Potomac 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
2020 Q4	–	Sell	-150	Closed	-$8K	–	80
2020 Q3	$8K	Hold	150	–	–	0.01%	123
2020 Q2	$8K	Hold	150	–	–	0.01%	127
2020 Q1	$7K	Hold	150	–	–	0.01%	126
2019 Q4	$9K	Hold	150	–	–	0.01%	128
2019 Q3	$8K	Hold	150	–	–	0.01%	132
2019 Q2	$8K	Hold	150	–	–	0.01%	131
2019 Q1	$8K	Hold	150	–	–	0.01%	132
2018 Q4	$7K	Hold	150	–	–	0.01%	147
2018 Q3	$8K	Hold	150	–	–	0.01%	139
2018 Q2	$8K	Hold	150	–	–	0.01%	136
2018 Q1	$7K	Hold	150	–	–	0.01%	138
2017 Q4	$8K	Buy	+150	New	+$7.41K	0.01%	136

Other funds holding EIS

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

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

Bank of America

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return