Migdal Insurance & Financial Holdings’s iShares Global Healthcare ETF IXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-400	Closed	-$34K	–	511
2023 Q2	$34K	Hold	400	–	–	﹤0.01%	349
2023 Q1	$33K	Hold	400	–	–	﹤0.01%	381
2022 Q4	$34K	Hold	400	–	–	﹤0.01%	353
2022 Q3	$30K	Hold	400	–	–	﹤0.01%	361
2022 Q2	$32K	Hold	400	–	–	﹤0.01%	421
2022 Q1	$35K	Hold	400	–	–	﹤0.01%	472
2021 Q4	$36K	Hold	400	–	–	﹤0.01%	499
2021 Q3	$33K	Hold	400	–	–	﹤0.01%	508
2021 Q2	$33K	Hold	400	–	–	﹤0.01%	491
2021 Q1	$31K	Hold	400	–	–	﹤0.01%	589
2020 Q4	$31K	Hold	400	–	–	﹤0.01%	568
2020 Q3	$29K	Hold	400	–	–	﹤0.01%	598
2020 Q2	$28K	Hold	400	–	–	﹤0.01%	590
2020 Q1	$24K	Hold	400	–	–	﹤0.01%	552
2019 Q4	$28K	Hold	400	–	–	﹤0.01%	663
2019 Q3	$24K	Hold	400	–	–	﹤0.01%	643
2019 Q2	$25K	Hold	400	–	–	﹤0.01%	671
2019 Q1	$24K	Hold	400	–	–	﹤0.01%	643
2018 Q4	$23K	Hold	400	–	–	﹤0.01%	632
2018 Q3	$25K	Hold	400	–	–	﹤0.01%	738
2018 Q2	$23K	Sell	400 -360	-47%	-$20.3K	﹤0.01%	708
2018 Q1	$42K	Hold	760	–	–	﹤0.01%	451
2017 Q4	$43K	Hold	760	–	–	﹤0.01%	423
2017 Q3	$43K	Buy	+760	New	+$41.8K	﹤0.01%	461

Other funds holding IXJ

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IXJ Position: Q3 2023 in Review

Migdal Insurance & Financial Holdings sold out of iShares Global Healthcare ETF (IXJ) in Q3 2023, closing a stake of 400 shares — an estimated $34K sold.

Migdal Insurance & Financial Holdings first reported a position in IXJ in Q3 2017 and held it in 24 quarters. The position peaked at $43K in Q4 2017. 267 funds tracked by Wall St. Rank hold IXJ as of Q3 2023.

Migdal Insurance & Financial Holdings reported no remaining iShares Global Healthcare ETF position as of Q3 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 400 iShares Global Healthcare ETF shares in Q3 2023, an estimated $34K.
Migdal Insurance & Financial Holdings first reported a position in iShares Global Healthcare ETF in Q3 2017 and held it in 24 quarters.
Migdal Insurance & Financial Holdings's iShares Global Healthcare ETF position peaked at $43K in Q4 2017.
267 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2023, filed 25 Oct 2023.