Perigon Wealth Management
ISRA icon

Perigon Wealth Management’s VanEck Israel ETF ISRA Stock Holding History

Perigon Wealth Management’s Portfolio ISRA Stock Details ISRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$217K Hold
3,250
– – ﹤0.01% 1349
2026
Q2 		$211K Buy
+3,250
New +$215K ﹤0.01% 1346

Other funds holding ISRA

Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vima LLC
Vima LLC Troy, Michigan $97.9M AUM
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Perigon Wealth Management's ISRA Position: Q3 2026 in Review

Perigon Wealth Management held its VanEck Israel ETF (ISRA) position steady in Q3 2026 at 3,250 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Perigon Wealth Management first reported a position in ISRA in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold ISRA as of Q3 2026.

  • Perigon Wealth Management held 3,250 shares of VanEck Israel ETF worth $217K as of Q3 2026.
  • Perigon Wealth Management left its VanEck Israel ETF share count unchanged in Q3 2026.
  • VanEck Israel ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1349 holding.
  • Perigon Wealth Management first reported a position in VanEck Israel ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held VanEck Israel ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.