Wealth Enhancement Advisory Services
EIS icon

Wealth Enhancement Advisory Services’s iShares MSCI Israel ETF EIS Stock Holding History

Wealth Enhancement Advisory Services’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 		$274K Sell
2,295
-1,125
-33% -$144K ﹤0.01% 3285
2026
Q1 		$403K Sell
3,420
-2,367
-41% -$284K ﹤0.01% 2498
2025
Q4 		$673K Buy
5,787
+167
+3% +$17.4K ﹤0.01% 2246
2025
Q3 		$561K Sell
5,620
-413
-7% -$38.8K ﹤0.01% 2275
2025
Q2 		$585K Buy
6,033
+1,234
+26% +$101K ﹤0.01% 2115
2025
Q1 		$357K Sell
4,799
-70
-1% -$5.55K ﹤0.01% 2307
2024
Q4 		$375K Buy
4,869
+22
+0.5% +$1.57K ﹤0.01% 2198
2024
Q3 		$327K Buy
4,847
+49
+1% +$3.13K ﹤0.01% 2114
2024
Q2 		$291K Buy
4,798
+14
+0.3% +$849 ﹤0.01% 2000
2024
Q1 		$305K Buy
+4,784
New +$289K ﹤0.01% 1911

Other funds holding EIS

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Wealth Enhancement Advisory Services's EIS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares MSCI Israel ETF (EIS) stake by 33% in Q2 2026, selling an estimated $144K and leaving 2,295 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #3285.

Wealth Enhancement Advisory Services first reported a position in EIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $673K in Q4 2025. 34 funds tracked by Wall St. Rank hold EIS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,295 shares of iShares MSCI Israel ETF worth $274K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,125 iShares MSCI Israel ETF shares in Q2 2026, an estimated $144K.
  • iShares MSCI Israel ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3285 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI Israel ETF in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI Israel ETF position peaked at $673K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.