Pinnacle Wealth Planning Services’s ICL Group ICL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ICL Stock Details ICL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42K	Buy	8,140 +3,652	+81%	+$19.5K	﹤0.01%	1295
2025 Q4	$25.8K	Buy	+4,488	New	+$26K	﹤0.01%	1597
2024 Q1	–	Sell	-15,481	Closed	-$77.6K	–	521
2023 Q4	$77.6K	Buy	+15,481	New	+$78.8K	0.01%	468
2021 Q1	–	Sell	-1,847	Closed	-$10K	–	1091
2020 Q4	$10K	Buy	+1,847	New	+$7.71K	﹤0.01%	1391

Other funds holding ICL

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return