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Halpern Financial’s iShares MSCI Saudi Arabia ETF KSA Stock Holding History

Halpern Financial’s Portfolio KSA Stock Details KSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12
Closed -$497 – 267
2022
Q2 		$497 Buy
+12
New +$560 ﹤0.01% 301

Other funds holding KSA

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State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MC
Martin Currie Edinburgh, United Kingdom $2.61B AUM 29.41% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Halpern Financial's KSA Position: Q3 2022 in Review

Halpern Financial sold out of iShares MSCI Saudi Arabia ETF (KSA) in Q3 2022, closing a stake of 12 shares — an estimated $497 sold.

Halpern Financial first reported a position in KSA in Q2 2022 and held it in 1 quarter. The position peaked at $497 in Q2 2022. 81 funds tracked by Wall St. Rank hold KSA as of Q3 2022.

  • Halpern Financial reported no remaining iShares MSCI Saudi Arabia ETF position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 12 iShares MSCI Saudi Arabia ETF shares in Q3 2022, an estimated $497.
  • Halpern Financial first reported a position in iShares MSCI Saudi Arabia ETF in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's iShares MSCI Saudi Arabia ETF position peaked at $497 in Q2 2022.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Saudi Arabia ETF as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.