Harel Insurance Investments & Financial Services’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-532	Closed	-$24K	–	486
2018 Q2	$24K	Hold	532	–	–	﹤0.01%	376
2018 Q1	$25K	Hold	532	–	–	﹤0.01%	371
2017 Q4	$25K	Hold	532	–	–	﹤0.01%	387
2017 Q3	$25K	Hold	532	–	–	﹤0.01%	323
2017 Q2	$24K	Hold	532	–	–	﹤0.01%	332
2017 Q1	$24K	Buy	+532	New	+$22.9K	﹤0.01%	305
2016 Q4	–	Hold	0	–	–	–	252
2016 Q3	–	Hold	0	–	–	–	298
2016 Q2	–	Hold	0	–	–	–	451
2016 Q1	–	Hold	0	–	–	–	272

Other funds holding EPP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services's EPP Position: Q3 2018 in Review

Harel Insurance Investments & Financial Services sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2018, closing a stake of 532 shares — an estimated $24K sold.

Harel Insurance Investments & Financial Services first reported a position in EPP in Q1 2017 and held it in 6 quarters. The position peaked at $25K in Q1 2018. 239 funds tracked by Wall St. Rank hold EPP as of Q3 2018.

Harel Insurance Investments & Financial Services reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2018 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 532 iShares MSCI Pacific ex Japan ETF shares in Q3 2018, an estimated $24K.
Harel Insurance Investments & Financial Services first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2017 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's iShares MSCI Pacific ex Japan ETF position peaked at $25K in Q1 2018.
239 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2018.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.