EverSource Wealth Advisors, LLC ISRA — VANECK ISRAEL ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported VANECK ISRAEL ETF (ISRA) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows ISRA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ISRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in VANECK ISRAEL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ISRA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ISRA stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held ISRA — position size vs. price
% of Fund (quarterly)    ISRA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 169 +103 +156.1% 0.00% $11K 2026-07-24 $nan
2026 Q1 REDUCED 60.9% +5.8% ❌ 66 -103 -60.9% 0.00% $3K 2026-05-18 $67.06
2025 Q4 UNCHANGED — — — 169 — 0% 0.00% $10K 2026-02-06 $62.87
2025 Q3 UNCHANGED — — — 169 — 0% 0.00% $9K 2025-11-10 $56.71
2025 Q2 UNCHANGED — — — 169 — 0% 0.00% $9K 2025-08-13 $49.28
2025 Q1 ADDED — — — 169 +107 +172.6% 0.00% $7K 2025-05-13 $46.12
2024 Q4 UNCHANGED — — — 62 — 0% 0.00% $3K 2025-02-10 $45.84
2024 Q3 UNCHANGED — — — 62 — 0% 0.00% $2K 2024-11-08 $39.79
2024 Q2 INITIATED — — — 62 — — 0.00% $2K 2024-08-13 $35.67

🏢 Other funds also holding ISRA

As of 2026 Q2 — sorted by position size

Whitaker-Myers Wealth Managers, LTD. 3Y 0.36% WILLNER & HELLER, LLC 3Y 0.17% RVW Wealth, LLC 3Y 7Y 0.04% VIMA LLC 0.01% IFP Advisors, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% Blue Trust, Inc. 3Y 0.0%

FAQ About EverSource Wealth Advisors, LLC and ISRA

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning ISRA?

EverSource Wealth Advisors, LLC reported ISRA across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported ISRA position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for ISRA was 0.00% in 2025 Q2.

What is the latest reported ISRA position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 169 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this ISRA ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly ISRA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their ISRA position?

Based on 13F filing dates vs. subsequent ISRA price moves, EverSource Wealth Advisors, LLC correctly timed 3 out of 3 reported position changes (100%).

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