BerganKDV Wealth Management’s ICL Group ICL Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$4.41K	Hold	805	–	–	﹤0.01%	618
2023 Q1	$5.47K	Hold	805	–	–	﹤0.01%	681
2022 Q4	$5.88K	Hold	805	–	–	﹤0.01%	648
2022 Q3	$7K	Hold	805	–	–	﹤0.01%	627
2022 Q2	$7K	Hold	805	–	–	﹤0.01%	639
2022 Q1	$10K	Buy	+805	New	+$8.52K	﹤0.01%	610

Other funds holding ICL

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BerganKDV Wealth Management's ICL Position: Q2 2023 in Review

BerganKDV Wealth Management held its ICL Group (ICL) position steady in Q2 2023 at 805 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

BerganKDV Wealth Management first reported a position in ICL in Q1 2022 and has held it in 6 quarters since. The position peaked at $10K in Q1 2022. 175 funds tracked by Wall St. Rank hold ICL as of Q2 2023.

BerganKDV Wealth Management held 805 shares of ICL Group worth $4.41K as of Q2 2023.
BerganKDV Wealth Management left its ICL Group share count unchanged in Q2 2023.
ICL Group made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #618 holding.
BerganKDV Wealth Management first reported a position in ICL Group in Q1 2022 and has held it in 6 quarters since.
BerganKDV Wealth Management's ICL Group position peaked at $10K in Q1 2022.
175 funds tracked by Wall St. Rank held ICL Group as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.