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IEF
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Position history for Bank Julius Baer & Co. Ltd, Zurich's holdings in ISHARES TR

Bank Julius Baer & Co. Ltd, Zurich holds 3.2M shares of IEF (ISHARES TR), worth $302M as of 2026-Q1. The position was decreased (-6.4% shares). IEF represents 0.9% of Bank Julius Baer & Co. Ltd, Zurich's portfolio.

Current Value

$302M

Current Shares

3.2M

Total Value Change

+$68.6M

Total Shares Change

+924,696

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3.2M
-6.4%
$302M0.9%$97.01
0
2025-Q4
Increased
3.4M
+6.3%
$325.2M0.9%$96.17
47
2025-Q3
Increased
3.2M
+2.8%
$306.7M0.9%$95.00
45
2025-Q2
Increased
3.1M
+2.9%
$296.2M0.9%$93.00
45
2025-Q1
Increased
3M
+28.3%
$286.6M0.9%$91.81
54
2024-Q4
Increased
2.3M
+9.9%
$239M0.7%$88.88
48
2024-Q3
Decreased
2.1M
-4.8%
$247.9M0.8%$93.26
0
2024-Q2
Decreased
2.2M
-10.5%
$233.4M0.9%$87.97
0

Other major holders of IEF: Fisher Asset Management, LLC

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