BHB
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Bank Hapoalim BM’s iShares Global Financials ETF IXG Stock Holding History

Bank Hapoalim BM’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-26,200
Closed -$1.29M – 188
2016
Q1 		$1.29M Sell
26,200
-8,350
-24% -$396K 0.31% 57
2015
Q4 		$1.83M Sell
34,550
-1,625
-4% -$87.9K 0.42% 47
2015
Q3 		$1.86M Sell
36,175
-5,650
-14% -$313K 0.43% 50
2015
Q2 		$2.4M Sell
41,825
-1,800
-4% -$106K 0.47% 43
2015
Q1 		$2.49M Sell
43,625
-375
-0.9% -$21K 0.46% 47
2014
Q4 		$2.48M Buy
44,000
+27,975
+175% +$1.58M 0.53% 42
2014
Q3 		$901K Buy
16,025
+12,070
+305% +$693K 0.21% 77
2014
Q2 		$226K Buy
+3,955
New +$226K 0.06% 139

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return