Bank Julius Baer & Co. Ltd, Zurich EWH — ISHARES INC

Ownership history in Bank Julius Baer & Co. Ltd, Zurich  ·  5 quarters on record

AI Ownership Summary

Bank Julius Baer & Co. Ltd, Zurich reported ISHARES INC (EWH) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.26% in 2026 Q2. The latest visible filing shows EWH at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EWH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank Julius Baer & Co. Ltd, Zurich's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EWH was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EWH stock page Bank Julius Baer & Co. Ltd, Zurich fund profile Bank Julius Baer & Co. Ltd, Zurich full holdings
How Bank Julius Baer & Co. Ltd, Zurich held EWH — position size vs. price
% of Fund (quarterly)    EWH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,732,065 +1,849,543 +64.2% 0.26% $99.6M 2026-08-10 $22.80
2026 Q1 ADDED — — — 2,882,522 +9,015 +0.3% 0.20% $66.6M 2026-05-05 $23.33
2025 Q4 ADDED — — — 2,873,507 +265,013 +10.2% 0.17% $61.1M 2026-02-05 $22.96
2025 Q3 ADDED — — — 2,608,494 +1,645,327 +170.8% 0.16% $56.2M 2025-11-13 $21.83
2025 Q2 INITIATED — — — 963,167 — — 0.07% $24.0M 2025-08-12 $20.20

🏢 Other funds also holding EWH

As of 2026 Q2 — sorted by position size

Vertex Investment Solutions Co., Ltd. 1.1% Cygnus Capital Advisors, LLC 0.63% DV EQUITIES, LLC 0.58% INNEALTA CAPITAL, LLC 3Y 7Y 0.45% Journey Advisory Group, LLC 3Y 0.44% Sharper & Granite LLC 3Y 0.41% Millburn Ridgefield LLC /DE/ 3Y 7Y 0.35% Catalyst Capital Advisors LLC 3Y 7Y 0.31% Pekin Hardy Strauss, Inc. 3Y 7Y 0.28% GUIDANCE CAPITAL, INC 0.27%

FAQ About Bank Julius Baer & Co. Ltd, Zurich and EWH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank Julius Baer & Co. Ltd, Zurich reported owning EWH?

Bank Julius Baer & Co. Ltd, Zurich reported EWH across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported EWH position in Bank Julius Baer & Co. Ltd, Zurich's portfolio?

The largest reported portfolio weight for EWH was 0.26% in 2026 Q2.

What is the latest reported EWH position on this page?

The most recent filing on this page is 2026 Q2, when Bank Julius Baer & Co. Ltd, Zurich reported 4,732,065 shares, equal to 0.26% of portfolio, with an estimated market value of $99.6M.

What does the chart on this EWH ownership page compare?

The chart compares Bank Julius Baer & Co. Ltd, Zurich's quarterly EWH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bank Julius Baer & Co. Ltd, Zurich time their EWH position?

Based on 13F filing dates vs. subsequent EWH price moves, Bank Julius Baer & Co. Ltd, Zurich correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on EWH relative to SPY over the holding period was +877.8%.

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