Clal Insurance’s iShares US Insurance ETF IAK Stock Holding History

Clal Insurance’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-39,000	Closed	-$2.81M	–	121
2019 Q3	$2.81M	Hold	39,000	–	–	0.07%	80
2019 Q2	$2.76M	Hold	39,000	–	–	0.06%	73
2019 Q1	$2.48M	Hold	39,000	–	–	0.06%	70
2018 Q4	$2.25M	Hold	39,000	–	–	0.06%	66
2018 Q3	$2.6M	Hold	39,000	–	–	0.07%	56
2018 Q2	$2.41M	Buy	+39,000	New	+$2.5M	0.06%	52
2015 Q2	–	Sell	-243,957	Closed	-$12.1M	–	113
2015 Q1	$12.1M	Hold	243,957	–	–	0.28%	56
2014 Q4	$12.2M	Buy	+243,957	New	+$11.8M	0.29%	61

Other funds holding IAK

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return