IEF β€” ISHARES TR

Ownership history in Mirabaud & Cie SA  Β·  7 quarters on record

AI Ownership Summary

Mirabaud & Cie SA reported ISHARES TR (IEF) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 7.06% in 2024 Q3. The latest visible filing shows IEF at 1.00% 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 IEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mirabaud & Cie SA's position in ISHARES TR, 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
2025 Q4

IEF was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.06% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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.

How Mirabaud & Cie SA held IEF β€” position size vs. price
% of Fund (quarterly)    IEF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 32,335 -16,810 -34.2% 1.00% $3.1M 2026-02-14 (Est.) $96.93
2025 Q3 REDUCED 49,145 -148,281 -75.1% 1.51% $4.7M 2025-10-16 $96.05
2025 Q2 REDUCED 197,426 -1,292 -0.7% 6.02% $18.9M 2025-07-08 $91.98
2025 Q1 REDUCED 198,718 -36,643 -15.6% 6.46% $19.0M 2025-05-09 $91.42
2024 Q4 REDUCED 235,361 -13,045 -5.3% 6.98% $21.8M 2025-01-17 $88.46
2024 Q3 ADDED 248,406 +48,372 +24.2% 7.06% $24.4M 2024-11-01 $89.06
2024 Q2 INITIATED 200,034 β€” β€” 6.42% $19.3M 2024-09-30 $92.74

🏒 Other funds also holding IEF

As of 2026 Q1 β€” sorted by position size

Beacon Wealthcare LLC 3Y 13.9% First Financial Bank - Trust Division 3Y 7Y 2.71% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Mirabaud & Cie SA and IEF

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

How long has Mirabaud & Cie SA reported owning IEF?

Mirabaud & Cie SA reported IEF across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported IEF position in Mirabaud & Cie SA's portfolio?

The largest reported portfolio weight for IEF was 7.06% in 2024 Q3.

What is the latest reported IEF position on this page?

The most recent filing on this page is 2025 Q4, when Mirabaud & Cie SA reported 32,335 shares, equal to 1.00% of portfolio, with an estimated market value of $3.1M.

What does the chart on this IEF ownership page compare?

The chart compares Mirabaud & Cie SA's quarterly IEF 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.

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