Bank Julius Baer & Co
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Bank Julius Baer & Co’s iShares Global Consumer Staples ETF KXI Stock Holding History

Bank Julius Baer & Co’s Portfolio KXI Stock Details KXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,112
Closed -$69K – 587
2023
Q1 		$69K Sell
1,112
-895
-45% -$53.6K ﹤0.01% 506
2022
Q4 		$119K Buy
+2,007
New +$116K ﹤0.01% 461

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RBA
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank Julius Baer & Co sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2023, closing a stake of 1,112 shares — an estimated $69K sold.

Bank Julius Baer & Co first reported a position in KXI in Q4 2022 and held it in 2 quarters. The position peaked at $119K in Q4 2022. 150 funds tracked by Wall St. Rank hold KXI as of Q2 2023.

  • Bank Julius Baer & Co reported no remaining iShares Global Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,112 iShares Global Consumer Staples ETF shares in Q2 2023, an estimated $69K.
  • Bank Julius Baer & Co first reported a position in iShares Global Consumer Staples ETF in Q4 2022 and held it in 2 quarters.
  • Bank Julius Baer & Co's iShares Global Consumer Staples ETF position peaked at $119K in Q4 2022.
  • 150 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2023.

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