Steward Partners Investment Advisory’s VanEck Israel ETF ISRA Stock Holding History

Steward Partners Investment Advisory’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
2024 Q2	–	Sell	-200	Closed	-$7.51K	–	3660
2024 Q1	$7.51K	Hold	200	–	–	﹤0.01%	2912
2023 Q4	$7K	Hold	200	–	–	﹤0.01%	2842
2023 Q3	$6.71K	Hold	200	–	–	﹤0.01%	2727
2023 Q2	$7.05K	Hold	200	–	–	﹤0.01%	2683
2023 Q1	$7.18K	Hold	200	–	–	﹤0.01%	2666
2022 Q4	$7.14K	Hold	200	–	–	﹤0.01%	2645
2022 Q3	$7K	Sell	200 -150	-43%	-$6.04K	﹤0.01%	2652
2022 Q2	$13K	Hold	350	–	–	﹤0.01%	2415
2022 Q1	$16K	Hold	350	–	–	﹤0.01%	2468
2021 Q4	$17K	Hold	350	–	–	﹤0.01%	2390
2021 Q3	$17K	Hold	350	–	–	﹤0.01%	2391
2021 Q2	$17K	Hold	350	–	–	﹤0.01%	5308
2021 Q1	$15.5K	Hold	350	–	–	﹤0.01%	2589
2020 Q4	$16K	Hold	350	–	–	﹤0.01%	2136
2020 Q3	$13K	Hold	350	–	–	﹤0.01%	2039
2020 Q2	$12K	Hold	350	–	–	﹤0.01%	1963
2020 Q1	$9K	Hold	350	–	–	﹤0.01%	1902
2019 Q4	$12K	Hold	350	–	–	﹤0.01%	1951
2019 Q3	$11K	Hold	350	–	–	﹤0.01%	1949
2019 Q2	$11K	Buy	+350	New	+$11.2K	﹤0.01%	1942
2018 Q4	–	Sell	-350	Closed	-$12K	–	1446
2018 Q3	$12K	Buy	350 +150	+75%	+$4.92K	﹤0.01%	1800
2018 Q2	$6K	Buy	+200	New	+$6.19K	﹤0.01%	1934

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

Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return

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

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Steward Partners Investment Advisory's ISRA Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of VanEck Israel ETF (ISRA) in Q2 2024, closing a stake of 200 shares — an estimated $7.51K sold.

Steward Partners Investment Advisory first reported a position in ISRA in Q2 2018 and held it in 22 quarters. The position peaked at $17K in Q4 2021. 31 funds tracked by Wall St. Rank hold ISRA as of Q2 2024.

Steward Partners Investment Advisory reported no remaining VanEck Israel ETF position as of Q2 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 200 VanEck Israel ETF shares in Q2 2024, an estimated $7.51K.
Steward Partners Investment Advisory first reported a position in VanEck Israel ETF in Q2 2018 and held it in 22 quarters.
Steward Partners Investment Advisory's VanEck Israel ETF position peaked at $17K in Q4 2021.
31 funds tracked by Wall St. Rank held VanEck Israel ETF as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.