Bank Julius Baer & Co’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-552	Closed	-$28K	–	585
2023 Q1	$28K	Buy	+552	New	+$30.1K	﹤0.01%	535

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Bank Julius Baer & Co's IYG Position: Q2 2023 in Review

Bank Julius Baer & Co sold out of iShares US Financial Services ETF (IYG) in Q2 2023, closing a stake of 552 shares — an estimated $28K sold.

Bank Julius Baer & Co first reported a position in IYG in Q1 2023 and held it in 1 quarter. The position peaked at $28K in Q1 2023. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

Bank Julius Baer & Co reported no remaining iShares US Financial Services ETF position as of Q2 2023 after selling out during the quarter.
Bank Julius Baer & Co sold 552 iShares US Financial Services ETF shares in Q2 2023, an estimated $28K.
Bank Julius Baer & Co first reported a position in iShares US Financial Services ETF in Q1 2023 and held it in 1 quarter.
Bank Julius Baer & Co's iShares US Financial Services ETF position peaked at $28K in Q1 2023.
202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

Based on Bank Julius Baer & Co's 13F filing for Q2 2023, filed 20 Jul 2023.