Bank Hapoalim BM’s iShares US Consumer Staples ETF IYK Stock Holding History

Bank Hapoalim BM’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-339,000	Closed	-$19.6M	–	243
2020 Q4	$19.6M	Hold	339,000	–	–	2.71%	7
2020 Q3	$16.9M	Hold	339,000	–	–	0.79%	14
2020 Q2	$14.4M	Buy	+339,000	New	+$13.7M	3.37%	5
2019 Q1	–	Sell	-20,868	Closed	-$740K	–	175
2018 Q4	$740K	Sell	20,868 -38,190	-65%	-$1.46M	0.24%	73
2018 Q3	$2.34M	Buy	+59,058	New	+$2.36M	0.57%	43

Other funds holding IYK

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank Hapoalim BM's IYK Position: Q1 2021 in Review

Bank Hapoalim BM sold out of iShares US Consumer Staples ETF (IYK) in Q1 2021, closing a stake of 339,000 shares — an estimated $19.6M sold.

Bank Hapoalim BM first reported a position in IYK in Q3 2018 and held it in 5 quarters. The position peaked at $19.6M in Q4 2020. 152 funds tracked by Wall St. Rank hold IYK as of Q1 2021.

Bank Hapoalim BM reported no remaining iShares US Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
Bank Hapoalim BM sold 339,000 iShares US Consumer Staples ETF shares in Q1 2021, an estimated $19.6M.
Bank Hapoalim BM first reported a position in iShares US Consumer Staples ETF in Q3 2018 and held it in 5 quarters.
Bank Hapoalim BM's iShares US Consumer Staples ETF position peaked at $19.6M in Q4 2020.
152 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2021.

Based on Bank Hapoalim BM's 13F filing for Q1 2021, filed 26 Apr 2021.