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EP Wealth Advisors’s ICL Group ICL Stock Holding History

EP Wealth Advisors’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 		$81K Sell
15,706
-2,392
-13% -$12.8K ﹤0.01% 1471
2025
Q4 		$104K Buy
+18,098
New +$105K ﹤0.01% 1451

Other funds holding ICL

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

EP Wealth Advisors's ICL Position: Q1 2026 in Review

EP Wealth Advisors reduced its ICL Group (ICL) stake by 13% in Q1 2026, selling an estimated $12.8K and leaving 15,706 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

EP Wealth Advisors first reported a position in ICL in Q4 2025 and has held it in 2 quarters since. The position peaked at $104K in Q4 2025. 220 funds tracked by Wall St. Rank hold ICL as of Q1 2026.

  • EP Wealth Advisors held 15,706 shares of ICL Group worth $81K as of Q1 2026.
  • EP Wealth Advisors sold 2,392 ICL Group shares in Q1 2026, an estimated $12.8K.
  • ICL Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1471 holding.
  • EP Wealth Advisors first reported a position in ICL Group in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's ICL Group position peaked at $104K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held ICL Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.