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The Family Firm’s iShares MSCI Israel ETF EIS Stock Holding History

The Family Firm’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
Q2 		– Sell
-3,265
Closed -$243K – 114
2025
Q1 		$243K Hold
3,265
– – 0.05% 187
2024
Q4 		$252K Buy
+3,265
New +$233K 0.06% 184
2024
Q3 		– Sell
-1,133
Closed -$68.8K – 384
2024
Q2 		$68.8K Buy
+1,133
New +$68.7K 0.02% 341

Other funds holding EIS

Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

The Family Firm's EIS Position: Q2 2025 in Review

The Family Firm sold out of iShares MSCI Israel ETF (EIS) in Q2 2025, closing a stake of 3,265 shares — an estimated $243K sold.

The Family Firm first reported a position in EIS in Q2 2024 and held it in 3 quarters. The position peaked at $252K in Q4 2024. 111 funds tracked by Wall St. Rank hold EIS as of Q2 2025.

  • The Family Firm reported no remaining iShares MSCI Israel ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 3,265 iShares MSCI Israel ETF shares in Q2 2025, an estimated $243K.
  • The Family Firm first reported a position in iShares MSCI Israel ETF in Q2 2024 and held it in 3 quarters.
  • The Family Firm's iShares MSCI Israel ETF position peaked at $252K in Q4 2024.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.