West Branch Capital’s iShares MSCI Israel ETF EIS Stock Holding History

West Branch Capital’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	$60.4K	Hold	500	–	–	0.01%	129
2026 Q1	$58K	Hold	500	–	–	0.02%	127
2025 Q4	$55K	Hold	500	–	–	0.01%	136
2025 Q3	$50.1K	Hold	500	–	–	0.01%	143
2025 Q2	$47.4K	Hold	500	–	–	0.01%	148
2025 Q1	$37.2K	Hold	500	–	–	0.01%	173
2024 Q4	$38.5K	Hold	500	–	–	0.01%	173
2024 Q3	$33.8K	Hold	500	–	–	0.01%	179
2024 Q2	$30.4K	Hold	500	–	–	0.01%	189
2024 Q1	$31.9K	Hold	500	–	–	0.01%	190
2023 Q4	$29.1K	Hold	500	–	–	0.01%	196
2023 Q3	$27K	Hold	500	–	–	0.01%	200
2023 Q2	$26.8K	Hold	500	–	–	0.01%	207
2023 Q1	$27.4K	Hold	500	–	–	0.02%	205
2022 Q4	$28K	Hold	500	–	–	0.02%	197
2022 Q3	$29K	Hold	500	–	–	0.02%	201
2022 Q2	$30K	Hold	500	–	–	0.02%	203
2022 Q1	$37K	Hold	500	–	–	0.02%	203
2021 Q4	$39K	Hold	500	–	–	0.02%	212
2021 Q3	$36K	Hold	500	–	–	0.02%	208
2021 Q2	$35K	Buy	+500	New	+$34K	0.02%	221

Other funds holding EIS

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM