Next Financial Group’s iShares MSCI Israel ETF EIS Stock Holding History

Next Financial Group’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
2021 Q3	–	Sell	-92	Closed	-$6K	–	2763
2021 Q2	$6K	Hold	92	–	–	﹤0.01%	2138
2021 Q1	$6K	Hold	92	–	–	﹤0.01%	2030
2020 Q4	$6K	Hold	92	–	–	﹤0.01%	1923
2020 Q3	$5K	Buy	+92	New	+$4.98K	﹤0.01%	1831
2020 Q2	–	Sell	-460	Closed	-$21K	–	930
2020 Q1	$21K	Sell	460 -792	-63%	-$42.9K	﹤0.01%	1249
2019 Q4	$72K	Hold	1,252	–	–	0.01%	1069
2019 Q3	$68K	Hold	1,252	–	–	0.01%	1037
2019 Q2	$68K	Buy	1,252 +509	+69%	+$27.7K	0.01%	1063
2019 Q1	$40K	Sell	743 -1,177	-61%	-$62.6K	0.01%	790
2018 Q4	$93K	Buy	1,920 +57	+3%	+$3.03K	0.02%	614
2018 Q3	$104K	Buy	+1,863	New	+$102K	0.05%	340

Other funds holding EIS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

SLAM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Next Financial Group's EIS Position: Q3 2021 in Review

Next Financial Group sold out of iShares MSCI Israel ETF (EIS) in Q3 2021, closing a stake of 92 shares — an estimated $6K sold.

Next Financial Group first reported a position in EIS in Q3 2018 and held it in 11 quarters. The position peaked at $104K in Q3 2018. 66 funds tracked by Wall St. Rank hold EIS as of Q3 2021.

Next Financial Group reported no remaining iShares MSCI Israel ETF position as of Q3 2021 after selling out during the quarter.
Next Financial Group sold 92 iShares MSCI Israel ETF shares in Q3 2021, an estimated $6K.
Next Financial Group first reported a position in iShares MSCI Israel ETF in Q3 2018 and held it in 11 quarters.
Next Financial Group's iShares MSCI Israel ETF position peaked at $104K in Q3 2018.
66 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.