Summit Place Financial Advisors’s iShares MSCI Israel ETF EIS Stock Holding History

Summit Place Financial Advisors’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	$243K	Sell	2,010 -1,400	-41%	-$179K	0.11%	100
2026 Q1	$396K	Sell	3,410 -100	-3%	-$12K	0.19%	83
2025 Q4	$386K	Hold	3,510	–	–	0.19%	79
2025 Q3	$352K	Hold	3,510	–	–	0.17%	84
2025 Q2	$333K	Sell	3,510 -100	-3%	-$8.15K	0.17%	74
2025 Q1	$268K	Hold	3,610	–	–	0.15%	85
2024 Q4	$278K	Hold	3,610	–	–	0.16%	79
2024 Q3	$244K	Hold	3,610	–	–	0.14%	87
2024 Q2	$219K	Hold	3,610	–	–	0.13%	87
2024 Q1	$230K	Hold	3,610	–	–	0.13%	91
2023 Q4	$210K	Buy	+3,610	New	+$189K	0.14%	87
2023 Q1	–	Sell	-3,610	Closed	-$202K	–	96
2022 Q4	$202K	Hold	3,610	–	–	0.17%	81
2022 Q3	$207K	Hold	3,610	–	–	0.19%	86
2022 Q2	$214K	Hold	3,610	–	–	0.18%	99
2022 Q1	$268K	Hold	3,610	–	–	0.18%	99
2021 Q4	$281K	Hold	3,610	–	–	0.19%	93
2021 Q3	$258K	Hold	3,610	–	–	0.19%	96
2021 Q2	$251K	Hold	3,610	–	–	0.18%	98
2021 Q1	$233K	Hold	3,610	–	–	0.19%	97
2020 Q4	$231K	Buy	+3,610	New	+$208K	0.2%	79

Other funds holding EIS

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Summit Place Financial Advisors's EIS Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its iShares MSCI Israel ETF (EIS) stake by 41% in Q2 2026, selling an estimated $179K and leaving 2,010 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #100.

Summit Place Financial Advisors first reported a position in EIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $396K in Q1 2026. 180 funds tracked by Wall St. Rank hold EIS as of Q2 2026.

Summit Place Financial Advisors held 2,010 shares of iShares MSCI Israel ETF worth $243K as of Q2 2026.
Summit Place Financial Advisors sold 1,400 iShares MSCI Israel ETF shares in Q2 2026, an estimated $179K.
iShares MSCI Israel ETF made up 0.11% of Summit Place Financial Advisors's portfolio in Q2 2026, its #100 holding.
Summit Place Financial Advisors first reported a position in iShares MSCI Israel ETF in Q4 2020 and has held it in 20 quarters since.
Summit Place Financial Advisors's iShares MSCI Israel ETF position peaked at $396K in Q1 2026.
180 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.