Harel Insurance Investments & Financial Services Ltd. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Harel Insurance Investments & Financial Services Ltd. opened 38 positions, added to 38, reduced 23, sold out of 29 and left 35 unchanged. The largest increase in value was XLI (+$599,474); the largest decrease was XLI (-$474,164).
- SOXX: Country of operation —; Class ISHARES SEMICDTR; Shares 2026-03-31 1,255; Shares 2026-06-30 742,736.
- ACWI: Country of operation —; Class MSCI ACWI ETF; Shares 2026-03-31 34,207; Shares 2026-06-30 2,110,162.
- SHLD: Country of operation —; Class DEFENSE TECH ETF; Shares 2026-03-31 4,645,365; Shares 2026-06-30 6,990,465.
- VGT: Country of operation —; Class INF TECH ETF; Shares 2026-03-31 305,172; Shares 2026-06-30 2,421,267.
Two Form 13F-HR filings compared (SEC CIK 1429390): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
SOXX
ISHARES TR | | ISHARES SEMICDTR | 1,255 | 742,736 | +741,481 | $411 | $475,912 | +$475,501 |
|---|
ACWI
ISHARES TR | | MSCI ACWI ETF | 34,207 | 2,110,162 | +2,075,955 | $4,729 | $331,619 | +$326,890 |
|---|
SHLD
GLOBAL X FDS | | DEFENSE TECH ETF | 4,645,365 | 6,990,465 | +2,345,100 | $329,078 | $418,379 | +$89,301 |
|---|
VGT
VANGUARD WORLD FD | | INF TECH ETF | 305,172 | 2,421,267 | +2,116,095 | $212,925 | $289,390 | +$76,465 |
|---|
MISL
FIRST TR EXCHANGE-TRADED FD | | INDXX AEROSPACE | 3,953,000 | 5,312,400 | +1,359,400 | $176,739 | $243,149 | +$66,410 |
|---|
IYC
ISHARES TR | | US CONSUM DISCRE | 1,058,741 | 1,370,279 | +311,538 | $102,613 | $138,535 | +$35,922 |
|---|
FCOM
FIDELITY COVINGTON TRUST | | MSCI COMMNTN SVC | 3,145,739 | 3,557,848 | +412,109 | $214,288 | $247,199 | +$32,911 |
|---|
COPX
GLOBAL X FDS | | GLOBAL X COPPER | 2,290,355 | 2,431,155 | +140,800 | $174,869 | $187,599 | +$12,730 |
|---|
QQQ
INVESCO QQQ TR | | UNIT SER 1 | 75,513 | 75,878 | +365 | $43,576 | $55,907 | +$12,331 |
|---|
FLIN
FRANKLIN TEMPLETON ETF TR | | FRANKLIN INDIA | 8,700 | 330,200 | +321,500 | $289 | $11,745 | +$11,456 |
|---|
RSPD
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL DIS | 871,842 | 1,010,429 | +138,587 | $46,668 | $56,588 | +$9,920 |
|---|
DXJ
WISDOMTREE TR | | JAPN HEDGE EQT | 137,735 | 169,215 | +31,480 | $21,842 | $29,362 | +$7,520 |
|---|
SPMO
INVESCO EXCH TRADED FD TR II | | S&P 500 MOMNTM | 35,580 | 62,282 | +26,702 | $3,989 | $10,804 | +$6,815 |
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RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 25,741 | 42,463 | +16,722 | $4,932 | $9,461 | +$4,529 |
|---|
EWJ
ISHARES INC | | MSCI JAPAN ETF | 285,045 | 285,806 | +761 | $24,069 | $26,657 | +$2,588 |
|---|
IGV
ISHARES TR | | EXPANDED TECH | 18,270 | 37,500 | +19,230 | $1,374 | $3,715 | +$2,341 |
|---|
EWY
ISHARES INC | | MSCI STH KOR ETF | 1 | 10,820 | +10,819 | $0 | $2,141 | +$2,141 |
|---|
EVX
VANECK ETF TRUST | | ENVIRONMENTAL SR | 68,549 | 85,174 | +16,625 | $2,654 | $3,510 | +$856 |
|---|
TBLU
TORTOISE CAPITAL SERIES TRUS | | GLOBAL WATER ETF | 52,550 | 67,502 | +14,952 | $2,650 | $3,483 | +$833 |
|---|
FIW
FIRST TR EXCHANGE-TRADED FD | | WTR ETF | 23,188 | 29,386 | +6,198 | $2,391 | $3,218 | +$827 |
|---|
SDG
ISHARES TR | | MSCI GBL SUS DEV | 31,830 | 37,715 | +5,885 | $2,672 | $3,373 | +$701 |
|---|
ICLN
ISHARES TR | | GL CLEAN ENE ETF | 144,045 | 162,178 | +18,133 | $2,635 | $3,323 | +$688 |
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PBD
INVESCO EXCH TRADED FD TR II | | GBL CLEAN ENRG | 148,261 | 165,087 | +16,826 | $2,658 | $3,236 | +$578 |
|---|
EEM
ISHARES TR | | MSCI EMG MKT ETF | 1,661 | 8,727 | +7,066 | $94 | $597 | +$503 |
|---|
DAX
GLOBAL X FDS | | DAX GERMANY ETF | 77,910 | 84,954 | +7,044 | $3,262 | $3,726 | +$464 |
|---|
EZU
ISHARES INC | | MSCI EURZONE ETF | 6,606 | 9,826 | +3,220 | $414 | $683 | +$269 |
|---|
SPLV
INVESCO EXCH TRADED FD TR II | | S&P500 LOW VOL | 501 | 3,426 | +2,925 | $37 | $257 | +$220 |
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SCHI
SCHWAB STRATEGIC TR | | 5 10YR CORP BD | 34,314 | 43,648 | +9,334 | $778 | $988 | +$210 |
|---|
BSCQ
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2026 CB | 37,807 | 48,096 | +10,289 | $738 | $939 | +$201 |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 313 | 533 | +220 | $204 | $399 | +$195 |
|---|
DVY
ISHARES TR | | SELECT DIVID ETF | 1,168 | 2,368 | +1,200 | $177 | $370 | +$193 |
|---|
SLQD
ISHARES TR | | 0-5YR INVT GR CP | 102,652 | 106,631 | +3,979 | $5,183 | $5,371 | +$188 |
|---|
BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 8,892 | 11,330 | +2,438 | $655 | $832 | +$177 |
|---|
SCHV
SCHWAB STRATEGIC TR | | US LCAP VA ETF | 10,500 | 13,000 | +2,500 | $320 | $453 | +$133 |
|---|
IWF
ISHARES TR | | RUS 1000 GRW ETF | 1,400 | 5,600 | +4,200 | $597 | $695 | +$98 |
|---|
VPL
VANGUARD INTL EQUITY INDEX F | | FTSE PACIFIC ETF | 4,461 | 4,530 | +69 | $432 | $519 | +$87 |
|---|
AGG
ISHARES TR | | CORE US AGGBD ET | 2,668 | 3,233 | +565 | $265 | $320 | +$55 |
|---|
IPAC
ISHARES TR | | CORE MSCI PAC | 5,434 | 5,519 | +85 | $412 | $448 | +$36 |
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