MIFH
GRID

Migdal Insurance & Financial Holdings’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.58M Buy
21,865
+341
+2% +$56.7K 0.03% 106
2025
Q4 		$3.29M Sell
21,524
-346
-2% -$53.1K 0.03% 109
2025
Q3 		$3.29M Buy
21,870
+571
+3% +$82.1K 0.04% 113
2025
Q2 		$2.96M Sell
21,299
-40
-0.2% -$4.97K 0.04% 113
2025
Q1 		$2.41M Buy
21,339
+574
+3% +$68.7K 0.03% 113
2024
Q4 		$2.48M Buy
20,765
+898
+5% +$112K 0.04% 107
2024
Q3 		$2.53M Sell
19,867
-755
-4% -$90.1K 0.04% 102
2024
Q2 		$2.38M Buy
20,622
+20,512
+18,647% +$2.39M 0.04% 117
2024
Q1 		$13K Hold
110
– – ﹤0.01% 324
2023
Q4 		$12K Hold
110
– – ﹤0.01% 411
2023
Q3 		$10K Hold
110
– – ﹤0.01% 414
2023
Q2 		$11K Hold
110
– – ﹤0.01% 402
2023
Q1 		$11K Hold
110
– – ﹤0.01% 454
2022
Q4 		$10K Hold
110
– – ﹤0.01% 453
2022
Q3 		$8K Hold
110
– – ﹤0.01% 442
2022
Q2 		$9K Hold
110
– – ﹤0.01% 520
2022
Q1 		$10K Hold
110
– – ﹤0.01% 545
2021
Q4 		$11K Hold
110
– – ﹤0.01% 589
2021
Q3 		$10K Buy
+110
New +$10.6K ﹤0.01% 595

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return