Bank Julius Baer & Co
EFA icon

Bank Julius Baer & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Bank Julius Baer & Co’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-688
Closed -$52K – 630
2024
Q4 		$52K Hold
688
– – ﹤0.01% 544
2024
Q3 		$57.5K Buy
+688
New +$55.4K ﹤0.01% 461
2023
Q4 		– Sell
-10,782
Closed -$743K – 551
2023
Q3 		$743K Sell
10,782
-277
-3% -$19.8K ﹤0.01% 285
2023
Q2 		$802K Sell
11,059
-151
-1% -$11K ﹤0.01% 288
2023
Q1 		$802K Sell
11,210
-7,755
-41% -$542K 0.01% 295
2022
Q4 		$1.25M Buy
18,965
+561
+3% +$35.1K 0.01% 238
2022
Q3 		$1.03M Buy
18,404
+3,641
+25% +$227K 0.01% 245
2022
Q2 		$923K Buy
14,763
+4,009
+37% +$273K 0.01% 286
2022
Q1 		$791K Buy
10,754
+251
+2% +$18.8K ﹤0.01% 305
2021
Q4 		$826K Sell
10,503
-614
-6% -$48.6K ﹤0.01% 375
2021
Q3 		$867K Buy
11,117
+506
+5% +$40.5K 0.01% 348
2021
Q2 		$837K Sell
10,611
-5,209
-33% -$414K 0.01% 371
2021
Q1 		$1.2M Sell
15,820
-627
-4% -$47.2K 0.01% 317
2020
Q4 		$1.2M Sell
16,447
-663
-4% -$45.3K 0.01% 322
2020
Q3 		$1.11M Hold
17,110
– – 0.01% 288
2020
Q2 		$1.04M Sell
17,110
-4,374
-20% -$253K 0.01% 267
2020
Q1 		$1.04M Buy
+21,484
New +$1.36M 0.02% 224

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank Julius Baer & Co's EFA Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 688 shares — an estimated $52K sold.

Bank Julius Baer & Co first reported a position in EFA in Q1 2020 and held it in 17 quarters. The position peaked at $1.25M in Q4 2022. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Bank Julius Baer & Co reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 688 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $52K.
  • Bank Julius Baer & Co first reported a position in iShares MSCI EAFE ETF in Q1 2020 and held it in 17 quarters.
  • Bank Julius Baer & Co's iShares MSCI EAFE ETF position peaked at $1.25M in Q4 2022.
  • 1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.