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 $1.89T AUM 35.08% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

New Potomac Partners's EIS Position: Q4 2020 in Review

New Potomac Partners sold out of iShares MSCI Israel ETF (EIS) in Q4 2020, closing a stake of 150 shares — an estimated $8K sold.

New Potomac Partners first reported a position in EIS in Q4 2017 and held it in 12 quarters. The position peaked at $9K in Q4 2019. 64 funds tracked by Wall St. Rank hold EIS as of Q4 2020.

New Potomac Partners reported no remaining iShares MSCI Israel ETF position as of Q4 2020 after selling out during the quarter.
New Potomac Partners sold 150 iShares MSCI Israel ETF shares in Q4 2020, an estimated $8K.
New Potomac Partners first reported a position in iShares MSCI Israel ETF in Q4 2017 and held it in 12 quarters.
New Potomac Partners's iShares MSCI Israel ETF position peaked at $9K in Q4 2019.
64 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q4 2020.

Based on New Potomac Partners's 13F filing for Q4 2020, filed 28 Jan 2021.