Sequoia Financial Advisors’s ICL Group ICL Stock Holding History

Sequoia Financial Advisors’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	$367K	Sell	71,156 -478	-0.7%	-$2.56K	﹤0.01%	1442
2025 Q4	$412K	Sell	71,634 -16,622	-19%	-$96.2K	﹤0.01%	1386
2025 Q3	$553K	Sell	88,256 -8,243	-9%	-$53K	﹤0.01%	1080
2025 Q2	$662K	Buy	96,499 +44,245	+85%	+$289K	﹤0.01%	875
2025 Q1	$294K	Buy	52,254 +4,241	+9%	+$25K	﹤0.01%	1066
2024 Q4	$238K	Buy	48,013 +26,787	+126%	+$120K	﹤0.01%	1139
2024 Q3	$90.9K	Sell	21,226 -15,261	-42%	-$64.7K	﹤0.01%	1235
2024 Q2	$156K	Buy	36,487 +19,904	+120%	+$93.7K	﹤0.01%	1128
2024 Q1	$89.2K	Sell	16,583 -6,165	-27%	-$30.3K	﹤0.01%	1121
2023 Q4	$114K	Buy	22,748 +1,280	+6%	+$6.51K	﹤0.01%	1149
2023 Q3	$119K	Buy	21,468 +6,438	+43%	+$38.8K	﹤0.01%	906
2023 Q2	$82.4K	Buy	15,030 +991	+7%	+$5.99K	﹤0.01%	932
2023 Q1	$95.5K	Sell	14,039 -1,138	-7%	-$8.4K	﹤0.01%	805
2022 Q4	$111K	Buy	15,177 +4,448	+41%	+$36.8K	﹤0.01%	768
2022 Q3	$88K	Buy	10,729 +572	+6%	+$5.34K	﹤0.01%	514
2022 Q2	$92K	Buy	+10,157	New	+$112K	﹤0.01%	569

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