Spire Wealth Management’s iShares MSCI Israel ETF EIS Stock Holding History

Spire Wealth Management’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
2025 Q1	–	Sell	-752	Closed	-$57.9K	–	2501
2024 Q4	$57.9K	Buy	+752	New	+$53.7K	﹤0.01%	1231
2024 Q2	–	Sell	-155	Closed	-$9.86K	–	2258
2024 Q1	$9.86K	Hold	155	–	–	﹤0.01%	1714
2023 Q4	$8.91K	Buy	155 +1	+0.6%	+$52	﹤0.01%	1790
2023 Q3	$8.32K	Hold	154	–	–	﹤0.01%	1782
2023 Q2	$8.25K	Sell	154 -448	-74%	-$24.2K	﹤0.01%	1869
2023 Q1	$33K	Hold	602	–	–	﹤0.01%	1393
2022 Q4	$34K	Hold	602	–	–	﹤0.01%	1130
2022 Q3	$34K	Hold	602	–	–	﹤0.01%	1093
2022 Q2	$36K	Buy	602 +2	+0.3%	+$132	﹤0.01%	1433
2022 Q1	$45K	Sell	600 -130	-18%	-$9.58K	﹤0.01%	1484
2021 Q4	$57K	Hold	730	–	–	﹤0.01%	1654
2021 Q3	$52K	Hold	730	–	–	﹤0.01%	1460
2021 Q2	$51K	Sell	730 -213	-23%	-$14.5K	﹤0.01%	1469
2021 Q1	$61K	Buy	+943	New	+$61.8K	﹤0.01%	1624

Other funds holding EIS

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

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

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

Spire Wealth Management's EIS Position: Q1 2025 in Review

Spire Wealth Management sold out of iShares MSCI Israel ETF (EIS) in Q1 2025, closing a stake of 752 shares — an estimated $57.9K sold.

Spire Wealth Management first reported a position in EIS in Q1 2021 and held it in 14 quarters. The position peaked at $61K in Q1 2021. 107 funds tracked by Wall St. Rank hold EIS as of Q1 2025.

Spire Wealth Management reported no remaining iShares MSCI Israel ETF position as of Q1 2025 after selling out during the quarter.
Spire Wealth Management sold 752 iShares MSCI Israel ETF shares in Q1 2025, an estimated $57.9K.
Spire Wealth Management first reported a position in iShares MSCI Israel ETF in Q1 2021 and held it in 14 quarters.
Spire Wealth Management's iShares MSCI Israel ETF position peaked at $61K in Q1 2021.
107 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.