EWA
ICL icon

EverSource Wealth Advisors’s ICL Group ICL Stock Holding History

EverSource 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 		$30.4K Sell
5,890
-479
-8% -$2.56K ﹤0.01% 2237
2025
Q4 		$36.5K Sell
6,369
-980
-13% -$5.67K ﹤0.01% 1969
2025
Q3 		$46K Buy
7,349
+788
+12% +$5.06K ﹤0.01% 1770
2025
Q2 		$45K Sell
6,561
-665
-9% -$4.34K ﹤0.01% 1692
2025
Q1 		$40.8K Buy
7,226
+1,220
+20% +$7.18K ﹤0.01% 1329
2024
Q4 		$29.7K Buy
6,006
+960
+19% +$4.29K ﹤0.01% 1422
2024
Q3 		$21.5K Buy
5,046
+3,060
+154% +$13K ﹤0.01% 1451
2024
Q2 		$8.34K Sell
1,986
-4,139
-68% -$19.5K ﹤0.01% 1950
2024
Q1 		$28.4K Sell
6,125
-8,031
-57% -$39.5K ﹤0.01% 1206
2023
Q4 		$70.9K Buy
14,156
+8,887
+169% +$45.2K 0.01% 766
2023
Q3 		$29.2K Buy
5,269
+752
+17% +$4.54K ﹤0.01% 993
2023
Q2 		$24.8K Sell
4,517
-3,814
-46% -$23.1K ﹤0.01% 1063
2023
Q1 		$56.7K Sell
8,331
-2,526
-23% -$18.6K 0.01% 746
2022
Q4 		$79.4K Buy
10,857
+9,455
+674% +$78.3K 0.01% 586
2022
Q3 		$11K Sell
1,402
-2,001
-59% -$18.7K ﹤0.01% 1099
2022
Q2 		$31K Buy
3,403
+3,188
+1,483% +$35.2K 0.01% 720
2022
Q1 		$3K Hold
215
– – ﹤0.01% 1419
2021
Q4 		$2K Buy
+215
New +$1.91K ﹤0.01% 1561

Other funds holding ICL

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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 $5.43B AUM 44.68% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B 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 $501B 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