Harel Insurance Investments & Financial Services’s First Trust Water ETF FIW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.22M	Buy	29,386 +6,198	+27%	+$654K	0.02%	155
2026 Q1	$2.39M	Buy	23,188 +5,325	+30%	+$589K	0.02%	134
2025 Q4	$1.94M	Buy	17,863 +5,193	+41%	+$579K	0.02%	149
2025 Q3	$1.42M	Buy	12,670 +7,395	+140%	+$824K	0.01%	177
2025 Q2	$570K	Buy	5,275 +1,418	+37%	+$146K	0.01%	215
2025 Q1	$388K	Buy	3,857 +260	+7%	+$26.9K	0.01%	231
2024 Q4	$367K	Buy	+3,597	New	+$387K	0.01%	168

Other funds holding FIW

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

EPGL

Evelyn Partners Group Ltd London $46.9B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FIW Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its First Trust Water ETF (FIW) stake by 27% in Q2 2026, buying an estimated $654K and bringing the position to 29,386 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #155.

Harel Insurance Investments & Financial Services first reported a position in FIW in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Harel Insurance Investments & Financial Services held 29,386 shares of First Trust Water ETF worth $3.22M as of Q2 2026.
Harel Insurance Investments & Financial Services bought 6,198 First Trust Water ETF shares in Q2 2026, an estimated $654K.
First Trust Water ETF made up 0.02% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #155 holding.
Harel Insurance Investments & Financial Services first reported a position in First Trust Water ETF in Q4 2024 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.