TI
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tru Independence’s iShares MSCI Israel ETF EIS Stock Holding History

tru Independence’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
2020
Q4 		– Sell
-200
Closed -$10K – 780
2020
Q3 		$10K Buy
+200
New +$10.8K ﹤0.01% 277
2020
Q1 		– Sell
-200
Closed -$9K – 743
2019
Q4 		$9K Buy
+200
New +$11.3K ﹤0.01% 572

Other funds holding EIS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return

tru Independence's EIS Position: Q4 2020 in Review

tru Independence sold out of iShares MSCI Israel ETF (EIS) in Q4 2020, closing a stake of 200 shares — an estimated $10K sold.

tru Independence first reported a position in EIS in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q3 2020. 64 funds tracked by Wall St. Rank hold EIS as of Q4 2020.

  • tru Independence reported no remaining iShares MSCI Israel ETF position as of Q4 2020 after selling out during the quarter.
  • tru Independence sold 200 iShares MSCI Israel ETF shares in Q4 2020, an estimated $10K.
  • tru Independence first reported a position in iShares MSCI Israel ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's iShares MSCI Israel ETF position peaked at $10K in Q3 2020.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.