As of the latest SEC filings, PHOENIX FINANCIAL LTD /ILS/ (IPHXF) is held by 17 institutional funds. The largest fund shareholder is Nuveen International Equity Index Fund (TCIHX), holding an estimated $21,488,501.26 in market value, representing 0.06% of its portfolio.
Funds holding PHOENIX FINANCIAL LTD /ILS/ (IPHXF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IPHXF
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
TCIHX
Nuveen International Equity Index Fund
|
MF | TIAA / Nuveen | 0.06% | $21,488,501.26 | 357,138 | Apr 30, 2026 | Jun 24, 2026 |
|
IDMO
Invesco S&P International Developed Momentum ETF
|
ETF | Invesco | 0.33% | $11,964,605.15 | 199,148 | Apr 30, 2026 | Jun 26, 2026 |
|
TICIX
Timothy Plan Israel Common Values Fund
|
MF | Independent / Boutique | 5.56% | $10,527,112.55 | 199,400 | Mar 31, 2026 | May 27, 2026 |
|
-
BBR ALO Fund, LLC.
|
CEF | Independent / Boutique | 0.21% | $3,887,109.93 | 73,642 | Mar 31, 2026 | May 22, 2026 |
|
NOINX
International Equity Index Fund
|
MF | Independent / Boutique | 0.06% | $3,574,880.24 | 67,299 | Mar 31, 2026 | May 28, 2026 |
|
IMFL
Invesco International Developed Dynamic Multifactor ETF
|
ETF | Invesco | 0.35% | $3,453,541.19 | 67,606 | Feb 28, 2026 | Apr 28, 2026 |
|
MXPBX
Empower International Index Fund
|
MF | Empower / Great-West | 0.06% | $1,887,748.25 | 35,355 | Mar 31, 2026 | May 20, 2026 |
|
GIIZX
International Equity Index Fund
|
MF | Independent / Boutique | 0.08% | $1,529,901.02 | 28,653 | Mar 31, 2026 | May 28, 2026 |
|
BBIEX
Bridge Builder International Equity Fund
|
MF | Independent / Boutique | 0.00% | $737,479.25 | 13,812 | Mar 31, 2026 | May 22, 2026 |
|
PDN
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
|
ETF | Invesco | 0.18% | $717,523.05 | 11,943 | Apr 30, 2026 | Jun 29, 2026 |
|
GIEZX
INTERNATIONAL EQUITY FUND
|
MF | Independent / Boutique | 0.04% | $520,111.88 | 9,741 | Mar 31, 2026 | May 28, 2026 |
|
NMIEX
Active M International Equity Fund
|
MF | Independent / Boutique | 0.08% | $490,769.83 | 9,239 | Mar 31, 2026 | May 28, 2026 |
|
MXECX
Empower Core Strategies: International Equity Fund
|
MF | Empower / Great-West | 0.03% | $326,077.75 | 6,107 | Mar 31, 2026 | May 20, 2026 |
|
TIEUX
International Equity Fund
|
MF | Morgan Stanley | 0.02% | $299,837.46 | 5,874 | Feb 28, 2026 | Apr 27, 2026 |
|
EFAA
Invesco MSCI EAFE Income Advantage ETF
|
ETF | Invesco | 0.05% | $241,096.88 | 4,013 | Apr 30, 2026 | Jun 26, 2026 |
|
DIEFX
Destinations International Equity Fund
|
MF | Independent / Boutique | 0.01% | $174,216.08 | 3,413 | Feb 28, 2026 | Apr 28, 2026 |
|
DAINX
Dunham International Stock Fund
|
MF | Independent / Boutique | 0.03% | $68,759.93 | 1,143 | Apr 30, 2026 | Jun 25, 2026 |
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