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Tyler-Stone Wealth Management’s iShares MSCI Israel ETF EIS Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-195
Closed -$11.8K – 476
2024
Q2 		$11.8K Hold
195
– – ﹤0.01% 627
2024
Q1 		$12.4K Hold
195
– – 0.01% 616
2023
Q4 		$11.3K Hold
195
– – 0.01% 613
2023
Q3 		$11K Hold
195
– – 0.01% 583
2023
Q2 		$10K Buy
+195
New +$10.6K 0.01% 610
2022
Q4 		$11K Hold
195
– – 0.01% 535
2022
Q3 		$11K Hold
195
– – 0.01% 518
2022
Q2 		$12K Hold
195
– – 0.01% 518
2022
Q1 		$14K Hold
195
– – 0.01% 515
2021
Q4 		$15K Buy
+195
New +$14.8K 0.01% 524

Other funds holding EIS

MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Tyler-Stone Wealth Management's EIS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares MSCI Israel ETF (EIS) in Q3 2024, closing a stake of 195 shares — an estimated $11.8K sold.

Tyler-Stone Wealth Management first reported a position in EIS in Q4 2021 and held it in 10 quarters. The position peaked at $15K in Q4 2021. 79 funds tracked by Wall St. Rank hold EIS as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares MSCI Israel ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 195 iShares MSCI Israel ETF shares in Q3 2024, an estimated $11.8K.
  • Tyler-Stone Wealth Management first reported a position in iShares MSCI Israel ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's iShares MSCI Israel ETF position peaked at $15K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.