Bank Julius Baer & Co
EUFN icon

Bank Julius Baer & Co’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Bank Julius Baer & Co’s Portfolio EUFN Stock Details EUFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8M Buy
276,161
+129,231
+88% +$4.89M 0.03% 202
2026
Q1 		$5.12M Buy
146,930
+140,380
+2,143% +$5.13M 0.02% 230
2025
Q4 		$243K Sell
6,550
-1,850
-22% -$64.3K ﹤0.01% 470
2025
Q3 		$288K Buy
8,400
+4,850
+137% +$161K ﹤0.01% 462
2025
Q2 		$112K Hold
3,550
– – ﹤0.01% 483
2025
Q1 		$101K Buy
3,550
+333
+10% +$8.84K ﹤0.01% 483
2024
Q4 		$82.7K Buy
3,217
+222
+7% +$5.32K ﹤0.01% 492
2024
Q3 		$87.8K Sell
2,995
-195
-6% -$4.56K ﹤0.01% 435
2024
Q2 		$79.4K Sell
3,190
-360
-10% -$8.27K ﹤0.01% 405
2024
Q1 		$80.7K Hold
3,550
– – ﹤0.01% 446
2023
Q4 		$74.4K Sell
3,550
-44
-1% -$859 ﹤0.01% 458
2023
Q3 		$68K Sell
3,594
-16,778
-82% -$324K ﹤0.01% 451
2023
Q2 		$391K Sell
20,372
-1,360
-6% -$26.2K ﹤0.01% 363
2023
Q1 		$406K Buy
+21,732
New +$417K ﹤0.01% 364
2021
Q4 		– Sell
-2,050
Closed -$40K – 849
2021
Q3 		$40K Buy
+2,050
New +$40.6K ﹤0.01% 696

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co's EUFN Position: Q2 2026 in Review

Bank Julius Baer & Co increased its iShares MSCI Europe Financials ETF (EUFN) stake by 88% in Q2 2026, buying an estimated $4.89M and bringing the position to 276,161 shares worth $10.8M. The position accounts for 0.03% of the portfolio, ranked #202.

Bank Julius Baer & Co first reported a position in EUFN in Q3 2021 and has held it in 15 quarters since. 242 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • Bank Julius Baer & Co held 276,161 shares of iShares MSCI Europe Financials ETF worth $10.8M as of Q2 2026.
  • Bank Julius Baer & Co bought 129,231 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $4.89M.
  • iShares MSCI Europe Financials ETF made up 0.03% of Bank Julius Baer & Co's portfolio in Q2 2026, its #202 holding.
  • Bank Julius Baer & Co first reported a position in iShares MSCI Europe Financials ETF in Q3 2021 and has held it in 15 quarters since.
  • 242 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.