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

Summit Trail 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
Q1 		– Sell
-2,700
Closed -$297K – 1461
2025
Q4 		$297K Hold
2,700
– – 0.01% 1205
2025
Q3 		$271K Buy
+2,700
New +$254K ﹤0.01% 1229

Other funds holding EIS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $156M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Trail Advisors's EIS Position: Q1 2026 in Review

Summit Trail Advisors sold out of iShares MSCI Israel ETF (EIS) in Q1 2026, closing a stake of 2,700 shares — an estimated $297K sold.

Summit Trail Advisors first reported a position in EIS in Q3 2025 and held it in 2 quarters. The position peaked at $297K in Q4 2025. 171 funds tracked by Wall St. Rank hold EIS as of Q1 2026.

  • Summit Trail Advisors reported no remaining iShares MSCI Israel ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 2,700 iShares MSCI Israel ETF shares in Q1 2026, an estimated $297K.
  • Summit Trail Advisors first reported a position in iShares MSCI Israel ETF in Q3 2025 and held it in 2 quarters.
  • Summit Trail Advisors's iShares MSCI Israel ETF position peaked at $297K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.