Migdal Insurance & Financial Holdings’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Migdal Insurance & Financial Holdings’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
2020 Q3	–	Sell	-580	Closed	-$23K	–	700
2020 Q2	$23K	Hold	580	–	–	﹤0.01%	597
2020 Q1	$20K	Sell	580 -350	-38%	-$14.8K	﹤0.01%	562
2019 Q4	$43K	Sell	930 -250	-21%	-$11.4K	﹤0.01%	644
2019 Q3	$53K	Sell	1,180 -325	-22%	-$14.8K	﹤0.01%	596
2019 Q2	$71K	Hold	1,505	–	–	﹤0.01%	585
2019 Q1	$69K	Sell	1,505 -445	-23%	-$19.7K	﹤0.01%	549
2018 Q4	$79K	Sell	1,950 -460	-19%	-$19.5K	﹤0.01%	507
2018 Q3	$109K	Hold	2,410	–	–	﹤0.01%	579
2018 Q2	$111K	Sell	2,410 -250	-9%	-$11.8K	﹤0.01%	507
2018 Q1	$124K	Buy	2,660 +180	+7%	+$8.66K	﹤0.01%	396
2017 Q4	$119K	Sell	2,480 -1,230	-33%	-$58.1K	﹤0.01%	362
2017 Q3	$172K	Buy	+3,710	New	+$171K	﹤0.01%	315

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Migdal Insurance & Financial Holdings's EPP Position: Q3 2020 in Review

Migdal Insurance & Financial Holdings sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2020, closing a stake of 580 shares — an estimated $23K sold.

Migdal Insurance & Financial Holdings first reported a position in EPP in Q3 2017 and held it in 12 quarters. The position peaked at $172K in Q3 2017. 177 funds tracked by Wall St. Rank hold EPP as of Q3 2020.

Migdal Insurance & Financial Holdings reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 580 iShares MSCI Pacific ex Japan ETF shares in Q3 2020, an estimated $23K.
Migdal Insurance & Financial Holdings first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2017 and held it in 12 quarters.
Migdal Insurance & Financial Holdings's iShares MSCI Pacific ex Japan ETF position peaked at $172K in Q3 2017.
177 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2020, filed 5 Nov 2020.