Bank Julius Baer & Co. Ltd, Zurich ETFs

Bank Julius Baer & Co. Ltd, Zurich

$27 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EWQ Ishares Msci France ETF	$0	$776,000 0.0% of portfolio	19,503	Q1 2025 Reduced 42.41%
IGSB Ishares Trust Ishares 1 5 Year	$0	$671,000 0.0% of portfolio	12,829	Q1 2025 Reduced 25.49%
QUAL Ishares Msci Usa Quality Facto	$0	$670,000 0.0% of portfolio	3,925	Q1 2025 Reduced 91.56%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$574,000 0.0% of portfolio	23,004	Q1 2025 Reduced 2.36%
IBB Ishares Biotechnology ETF	$0	$563,000 0.0% of portfolio	4,407	Q1 2025 Reduced 95.72%
AGG Ishares Core U.S. Aggregate Bo	$0	$540,000 0.0% of portfolio	5,464	Q1 2025 Reduced 6.25%
EWU Ishs Msci Utd Kingdom ETF	$0	$501,000 0.0% of portfolio	13,376	Q1 2025 Added 33.45%
XLV Select Sector Spdr Fund Health	$0	$490,000 0.0% of portfolio	3,362	Q1 2025 Reduced 30.0%
SHY Ishares Barclays 1 3 Year Trea	$0	$490,000 0.0% of portfolio	5,933	Q1 2025 Reduced 11.46%
BND Vanguard Bd Index Fd Inc Total	$0	$487,000 0.0% of portfolio	6,636	Q1 2025 Reduced 2.35%
BSV Vanguard Bd Index Fd Inc Short	$0	$477,000 0.0% of portfolio	6,105	Q1 2025 Reduced 2.37%
FEZ Spdr Euro Stoxx 50 ETF	$0	$457,000 0.0% of portfolio	8,405	Q1 2025 Reduced 2.37%
IFRA Ishares Tr	$0	$398,000 0.0% of portfolio	8,848	Q1 2025 Reduced 7.01%
XLE Energy Sector Spdr	$0	$390,000 0.0% of portfolio	4,181	Q1 2025 Reduced 71.74%
XLF Financial Sector Spdr	$0	$350,000 0.0% of portfolio	7,046	Q1 2025 Reduced 21.02%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$290,000 0.0% of portfolio	25,880	Q1 2025 Reduced 2.36%
IYH Ishares Tr	$0	$212,000 0.0% of portfolio	3,495	Q1 2025 Reduced 2.35%
EFV Msci Eafe Value ETF	$0	$200,000 0.0% of portfolio	3,399	Q1 2025 Reduced 99.42%
IXUS Ishares Tr	$0	$189,000 0.0% of portfolio	2,720	Q1 2025 Reduced 2.37%
EWC Ishares Msci Canada ETF	$0	$176,000 0.0% of portfolio	4,320	Q1 2025 Reduced 63.93%
VGK Vanguard Ftse Europe ETF Ftse	$0	$160,000 0.0% of portfolio	2,291	Q1 2025 Added 53.45%
EWY Ishares Inc Msci South Korea E	$0	$155,000 0.0% of portfolio	2,884	Q1 2025 Added 48.51%
CATH Global X Fds Global X S&P 500	$0	$150,000 0.0% of portfolio	2,223	Q1 2025 Reduced 20.78%
HYXU Ishares Global Ex Usd High Yie	$0	$141,000 0.0% of portfolio	2,875	Q1 2025 Reduced 17.39%
IJH Ishares Core S&P Mid Cap ETF	$0	$132,000 0.0% of portfolio	2,268	Q1 2025 Reduced 17.65%
IJR Ishares Core S&P Sm Cap ETF	$0	$125,000 0.0% of portfolio	1,201	Q1 2025 Reduced 96.43%
IUSV Ishares Core S&P U.S. Value Et	$0	$100,000 0.0% of portfolio	1,085	Q1 2025 Reduced 99.39%
EUFN Ishares Msci Europe Financials	$0	$89,000 0.0% of portfolio	3,141	Q1 2025 Reduced 2.36%
CQQQ Invesco Exchange Traded Fd Tr	$0	$78,000 0.0% of portfolio	1,770	Q1 2025 Reduced 2.32%
TLT Ishares Barclays 20+ Year Trea	$0	$77,000 0.0% of portfolio	849	Q1 2025 Reduced 78.6%
PHO Invesco Exchange Traded Fd Tr	$0	$45,000 0.0% of portfolio	708	Q1 2025 New
IEV Ishares Tr Europe ETF	$0	$42,000 0.0% of portfolio	725	Q1 2025 Reduced 53.56%
IXC Ishares Tr Global Energy ETF	$0	$37,000 0.0% of portfolio	885	Q1 2025 Reduced 2.32%
EWT Ishares Inc Msci Taiwan ETF	$0	$25,000 0.0% of portfolio	535	Q1 2025 Reduced 2.01%
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$14,000 0.0% of portfolio	713	Q1 2025 Reduced 3.52%
SPYG Spdr Portfolio	$0	$0 0.0% of portfolio	0	Q1 2025 Sold Out

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