REDW Wealth’s iShares MSCI Israel ETF EIS Stock Holding History

REDW Wealth’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
2024 Q4	–	Sell	-3,107	Closed	-$210K	–	118
2024 Q3	$210K	Buy	+3,107	New	+$199K	0.05%	158

Other funds holding EIS

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

SLAM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

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

REDW Wealth's EIS Position: Q4 2024 in Review

REDW Wealth sold out of iShares MSCI Israel ETF (EIS) in Q4 2024, closing a stake of 3,107 shares — an estimated $210K sold.

REDW Wealth first reported a position in EIS in Q3 2024 and held it in 1 quarter. The position peaked at $210K in Q3 2024. 92 funds tracked by Wall St. Rank hold EIS as of Q4 2024.

REDW Wealth reported no remaining iShares MSCI Israel ETF position as of Q4 2024 after selling out during the quarter.
REDW Wealth sold 3,107 iShares MSCI Israel ETF shares in Q4 2024, an estimated $210K.
REDW Wealth first reported a position in iShares MSCI Israel ETF in Q3 2024 and held it in 1 quarter.
REDW Wealth's iShares MSCI Israel ETF position peaked at $210K in Q3 2024.
92 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.