Harel Insurance Investments & Financial Services’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio EELV Stock Details EELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-127,000	Closed	-$2.97M	–	501
2024 Q4	$2.97M	Hold	127,000	–	–	0.05%	107
2024 Q3	$3.31M	Hold	127,000	–	–	0.06%	102
2024 Q2	$2.99M	Hold	127,000	–	–	0.06%	102
2024 Q1	$3.03M	Hold	127,000	–	–	0.06%	100
2023 Q4	$3.05M	Hold	127,000	–	–	0.05%	112
2023 Q3	$2.86M	Hold	127,000	–	–	0.06%	108
2023 Q2	$2.99M	Hold	127,000	–	–	0.07%	83
2023 Q1	$2.95M	Hold	127,000	–	–	0.06%	117
2022 Q4	$2.92M	Hold	127,000	–	–	0.06%	111
2022 Q3	$2.67M	Hold	127,000	–	–	0.07%	115
2022 Q2	$2.95M	Buy	+127,000	New	+$3.15M	0.06%	119
2016 Q1	–	Hold	0	–	–	–	388

Other funds holding EELV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

LAS

LWM Advisory Services Plantation, Florida $56M AUM 19.14% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Harel Insurance Investments & Financial Services's EELV Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2025, closing a stake of 127,000 shares — an estimated $2.97M sold.

Harel Insurance Investments & Financial Services first reported a position in EELV in Q2 2022 and held it in 11 quarters. The position peaked at $3.31M in Q3 2024. 108 funds tracked by Wall St. Rank hold EELV as of Q1 2025.

Harel Insurance Investments & Financial Services reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 127,000 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2025, an estimated $2.97M.
Harel Insurance Investments & Financial Services first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2022 and held it in 11 quarters.
Harel Insurance Investments & Financial Services's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $3.31M in Q3 2024.
108 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.