Bank Julius Baer & Co
IEFA icon

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

Bank Julius Baer & Co’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-233
Closed -$17K – 857
2021
Q3 		$17K Buy
233
+6
+3% +$456 ﹤0.01% 751
2021
Q2 		$17K Sell
227
-8
-3% -$604 ﹤0.01% 763
2021
Q1 		$17K Buy
235
+3
+1% +$214 ﹤0.01% 756
2020
Q4 		$16K Buy
+232
New +$15K ﹤0.01% 757

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UBS Group
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Bank Julius Baer & Co's IEFA Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2021, closing a stake of 233 shares — an estimated $17K sold.

Bank Julius Baer & Co first reported a position in IEFA in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q3 2021. 1,524 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 233 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $17K.
  • Bank Julius Baer & Co first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 4 quarters.
  • Bank Julius Baer & Co's iShares Core MSCI EAFE ETF position peaked at $17K in Q3 2021.
  • 1,524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.