Mivtachim The Workers Social Insurance Fund’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Mivtachim The Workers Social Insurance Fund’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 Q2	$38M	Hold	198,000	–	–	5%	5
2026 Q1	$32.4M	Hold	198,000	–	–	4.1%	8
2025 Q4	$30.3M	Buy	198,000 +65,000	+49%	+$9.97M	4.2%	10
2025 Q3	$20.1M	Hold	133,000	–	–	2.93%	13
2025 Q2	$18.5M	Buy	133,000 +3,000	+2%	+$373K	2.85%	13
2025 Q1	$14.7M	Hold	130,000	–	–	2.43%	15
2024 Q4	$15.5M	Hold	130,000	–	–	2.55%	15
2024 Q3	$16.5M	Hold	130,000	–	–	2.27%	17
2024 Q2	$15M	Hold	130,000	–	–	1.77%	15
2024 Q1	$14.9M	Buy	+130,000	New	+$13.8M	1.44%	18
2023 Q3	–	Sell	-422,220	Closed	-$44.4M	–	39
2023 Q2	$44.4M	Hold	422,220	–	–	3.91%	8
2023 Q1	$41.2M	Hold	422,220	–	–	2.57%	14
2022 Q4	$36.8M	Hold	422,220	–	–	1.92%	15
2022 Q3	$31.8M	Hold	422,220	–	–	2.37%	16
2022 Q2	$32.7M	Buy	422,220 +410,070	+3,375%	+$34.8M	1.47%	17
2022 Q1	$1.14M	Hold	12,150	–	–	0.04%	43
2021 Q4	$1.25M	Buy	+12,150	New	+$1.22M	0.04%	44

Other funds holding GRID

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund's GRID Position: Q2 2026 in Review

Mivtachim The Workers Social Insurance Fund held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 198,000 shares worth $38M. The position accounts for 5% of the portfolio, ranked #5.

Mivtachim The Workers Social Insurance Fund first reported a position in GRID in Q4 2021 and has held it in 17 quarters since. The position peaked at $44.4M in Q2 2023. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Mivtachim The Workers Social Insurance Fund held 198,000 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $38M as of Q2 2026.
Mivtachim The Workers Social Insurance Fund left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 5% of Mivtachim The Workers Social Insurance Fund's portfolio in Q2 2026, its #5 holding.
Mivtachim The Workers Social Insurance Fund first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 17 quarters since.
Mivtachim The Workers Social Insurance Fund's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $44.4M in Q2 2023.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q2 2026, filed 6 Aug 2026.