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

Sage 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
2026
Q2 		$209K Sell
1,731
-112
-6% -$14.3K 0.01% 108
2026
Q1 		$214K Buy
1,843
+2
+0.1% +$240 0.01% 106
2025
Q4 		$203K Buy
+1,841
New +$192K 0.01% 106

Other funds holding EIS

Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sage Financial Group's EIS Position: Q2 2026 in Review

Sage Financial Group reduced its iShares MSCI Israel ETF (EIS) stake by 6.1% in Q2 2026, selling an estimated $14.3K and leaving 1,731 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #108.

Sage Financial Group first reported a position in EIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $214K in Q1 2026. 180 funds tracked by Wall St. Rank hold EIS as of Q2 2026.

  • Sage Financial Group held 1,731 shares of iShares MSCI Israel ETF worth $209K as of Q2 2026.
  • Sage Financial Group sold 112 iShares MSCI Israel ETF shares in Q2 2026, an estimated $14.3K.
  • iShares MSCI Israel ETF made up 0.01% of Sage Financial Group's portfolio in Q2 2026, its #108 holding.
  • Sage Financial Group first reported a position in iShares MSCI Israel ETF in Q4 2025 and has held it in 3 quarters since.
  • Sage Financial Group's iShares MSCI Israel ETF position peaked at $214K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.