Bank Julius Baer & Co’s iShares Semiconductor ETF SOXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-886	Closed	-$211K	–	668
2024 Q4	$211K	Buy	886 +474	+115%	+$106K	﹤0.01%	423
2024 Q3	$113K	Buy	+412	New	+$94.6K	﹤0.01%	425
2023 Q2	–	Sell	-216	Closed	-$32K	–	600
2023 Q1	$32K	Buy	+216	New	+$29.4K	﹤0.01%	530
2022 Q1	–	Sell	-201,690	Closed	-$36.5M	–	775
2021 Q4	$36.5M	Buy	201,690 +11,958	+6%	+$2.01M	0.19%	88
2021 Q3	$28.2M	Buy	189,732 +8,202	+5%	+$1.25M	0.18%	97
2021 Q2	$27.5M	Buy	181,530 +23,730	+15%	+$3.4M	0.17%	103
2021 Q1	$22.3M	Buy	157,800 +7,374	+5%	+$1.01M	0.17%	109
2020 Q4	$19M	Buy	150,426 +7,299	+5%	+$838K	0.16%	106
2020 Q3	$14.5M	Buy	143,127 +74,328	+108%	+$7.26M	0.14%	101
2020 Q2	$6.22M	Buy	+68,799	New	+$5.56M	0.07%	135

Other funds holding SOXX

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank Julius Baer & Co's SOXX Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 886 shares — an estimated $211K sold.

Bank Julius Baer & Co first reported a position in SOXX in Q2 2020 and held it in 10 quarters. The position peaked at $36.5M in Q4 2021. 715 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

Bank Julius Baer & Co reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Bank Julius Baer & Co sold 886 iShares Semiconductor ETF shares in Q1 2025, an estimated $211K.
Bank Julius Baer & Co first reported a position in iShares Semiconductor ETF in Q2 2020 and held it in 10 quarters.
Bank Julius Baer & Co's iShares Semiconductor ETF position peaked at $36.5M in Q4 2021.
715 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.