Bank Julius Baer & Co’s iShares US Financials ETF IYF Stock Holding History

Bank Julius Baer & Co’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,540	Closed	-$307K	–	695
2021 Q4	$307K	Buy	3,540 +2,640	+293%	+$230K	﹤0.01%	480
2021 Q3	$74K	Buy	+900	New	+$74.7K	﹤0.01%	649
2020 Q3	–	Sell	-30,000	Closed	-$1.65M	–	760
2020 Q2	$1.65M	Sell	30,000 -4	-0%	-$213	0.02%	221
2020 Q1	$1.46M	Buy	+30,004	New	+$1.9M	0.03%	187

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank Julius Baer & Co's IYF Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 3,540 shares — an estimated $307K sold.

Bank Julius Baer & Co first reported a position in IYF in Q1 2020 and held it in 4 quarters. The position peaked at $1.65M in Q2 2020. 339 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

Bank Julius Baer & Co reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 3,540 iShares US Financials ETF shares in Q1 2022, an estimated $307K.
Bank Julius Baer & Co first reported a position in iShares US Financials ETF in Q1 2020 and held it in 4 quarters.
Bank Julius Baer & Co's iShares US Financials ETF position peaked at $1.65M in Q2 2020.
339 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.