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Realta Investment Advisors’s VanEck Israel ETF ISRA Stock Holding History

Realta Investment Advisors’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
2023
Q4 		– Sell
-330
Closed -$11.6K – 605
2023
Q3 		$11.6K Hold
330
– – ﹤0.01% 664
2023
Q2 		$11.6K Buy
+330
New +$11.7K ﹤0.01% 713
2023
Q1 		– Sell
-543
Closed -$19.4K – 617
2022
Q4 		$19.4K Sell
543
-101
-16% -$3.76K ﹤0.01% 648
2022
Q3 		$23K Buy
+644
New +$26K 0.01% 608

Other funds holding ISRA

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Realta Investment Advisors's ISRA Position: Q4 2023 in Review

Realta Investment Advisors sold out of VanEck Israel ETF (ISRA) in Q4 2023, closing a stake of 330 shares — an estimated $11.6K sold.

Realta Investment Advisors first reported a position in ISRA in Q3 2022 and held it in 4 quarters. The position peaked at $23K in Q3 2022. 30 funds tracked by Wall St. Rank hold ISRA as of Q4 2023.

  • Realta Investment Advisors reported no remaining VanEck Israel ETF position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 330 VanEck Israel ETF shares in Q4 2023, an estimated $11.6K.
  • Realta Investment Advisors first reported a position in VanEck Israel ETF in Q3 2022 and held it in 4 quarters.
  • Realta Investment Advisors's VanEck Israel ETF position peaked at $23K in Q3 2022.
  • 30 funds tracked by Wall St. Rank held VanEck Israel ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.