MIFH
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Migdal Insurance & Financial Holdings’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,950
Closed -$101K – 554
2017
Q2 		$101K Sell
1,950
-687
-26% -$35.5K ﹤0.01% 340
2017
Q1 		$133K Sell
2,637
-60
-2% -$2.95K ﹤0.01% 341
2016
Q4 		$127K Buy
+2,697
New +$125K ﹤0.01% 290

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RIG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Migdal Insurance & Financial Holdings's EFV Position: Q3 2017 in Review

Migdal Insurance & Financial Holdings sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2017, closing a stake of 1,950 shares — an estimated $101K sold.

Migdal Insurance & Financial Holdings first reported a position in EFV in Q4 2016 and held it in 3 quarters. The position peaked at $133K in Q1 2017. 262 funds tracked by Wall St. Rank hold EFV as of Q3 2017.

  • Migdal Insurance & Financial Holdings reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2017 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,950 iShares MSCI EAFE Value ETF shares in Q3 2017, an estimated $101K.
  • Migdal Insurance & Financial Holdings first reported a position in iShares MSCI EAFE Value ETF in Q4 2016 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's iShares MSCI EAFE Value ETF position peaked at $133K in Q1 2017.
  • 262 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2017.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2017, filed 6 Nov 2017.