Allworth Financial’s ICL Group ICL Stock Holding History

Allworth Financial’s Portfolio ICL Stock Details ICL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.11K	Sell	1,379 -1,407	-51%	-$7.52K	﹤0.01%	3740
2025 Q4	$16K	Sell	2,786 -203	-7%	-$1.18K	﹤0.01%	2951
2025 Q3	$18.7K	Buy	2,989 +193	+7%	+$1.24K	﹤0.01%	2750
2025 Q2	$19.2K	Buy	2,796 +870	+45%	+$5.68K	﹤0.01%	2546
2025 Q1	$12.8K	Buy	1,926 +39	+2%	+$230	﹤0.01%	2314
2024 Q4	$11.6K	Buy	1,887 +454	+32%	+$2.03K	﹤0.01%	2379
2024 Q3	$6.14K	Sell	1,433 -285	-17%	-$1.21K	﹤0.01%	2479
2024 Q2	$7.89K	Buy	1,718 +318	+23%	+$1.5K	﹤0.01%	2327
2024 Q1	$7.53K	Buy	1,400 +859	+159%	+$4.22K	﹤0.01%	2227
2023 Q4	$2.71K	Buy	541 +244	+82%	+$1.24K	﹤0.01%	2539
2023 Q3	$1.65K	Sell	297 -839	-74%	-$5.06K	﹤0.01%	2633
2023 Q2	$6.23K	Buy	1,136 +427	+60%	+$2.58K	﹤0.01%	2022
2023 Q1	$4.82K	Buy	709 +469	+195%	+$3.46K	﹤0.01%	2048
2022 Q4	$1.75K	Buy	+240	New	+$1.99K	﹤0.01%	2286
2022 Q3	–	Sell	-449	Closed	-$4K	–	2861
2022 Q2	$4K	Buy	+449	New	+$4.96K	﹤0.01%	1812

Other funds holding ICL

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return