Migdal Insurance & Financial Holdings’s iShares US Healthcare Providers ETF IHF Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio IHF Stock Details IHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,078,000	Closed	-$54.3M	–	625
2021 Q1	$54.3M	Buy	1,078,000 +366,000	+51%	+$17.9M	0.55%	54
2020 Q4	$33.4M	Buy	+712,000	New	+$31.6M	0.39%	68
2016 Q2	–	Sell	-143,000	Closed	-$3.49M	–	135
2016 Q1	$3.49M	Hold	143,000	–	–	0.11%	79
2015 Q4	$3.56M	Buy	+143,000	New	+$3.55M	0.1%	81

Other funds holding IHF

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's IHF Position: Q2 2021 in Review

Migdal Insurance & Financial Holdings sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2021, closing a stake of 1,078,000 shares — an estimated $54.3M sold.

Migdal Insurance & Financial Holdings first reported a position in IHF in Q4 2015 and held it in 4 quarters. The position peaked at $54.3M in Q1 2021. 184 funds tracked by Wall St. Rank hold IHF as of Q2 2021.

Migdal Insurance & Financial Holdings reported no remaining iShares US Healthcare Providers ETF position as of Q2 2021 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,078,000 iShares US Healthcare Providers ETF shares in Q2 2021, an estimated $54.3M.
Migdal Insurance & Financial Holdings first reported a position in iShares US Healthcare Providers ETF in Q4 2015 and held it in 4 quarters.
Migdal Insurance & Financial Holdings's iShares US Healthcare Providers ETF position peaked at $54.3M in Q1 2021.
184 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2021, filed 4 Aug 2021.