Pictet North America Advisors SA IEUS — ISHARES TR

Ownership history in Pictet North America Advisors SA  ·  9 quarters on record

AI Ownership Summary

Pictet North America Advisors SA reported ISHARES TR (IEUS) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.2% in 2025 Q4. The latest visible filing shows IEUS at 0.15% 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 IEUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pictet North America Advisors 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
2026 Q2

IEUS was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q4

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 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.

IEUS stock page Pictet North America Advisors SA fund profile Pictet North America Advisors SA full holdings
How Pictet North America Advisors SA held IEUS — position size vs. price
% of Fund (quarterly)    IEUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 24,275 -46 -0.2% 0.15% $1.7M 2026-07-24 $70.20
2026 Q1 REDUCED 21.8% +6.2% ❌ 24,321 -6,766 -21.8% 0.16% $1.6M 2026-04-14 $70.89
2025 Q4 ADDED — — — 31,087 +259 +0.8% 0.20% $2.1M 2026-01-16 $68.92
2025 Q3 ADDED — — — 30,828 +20,968 +212.7% 0.19% $2.1M 2025-10-21 $65.10
2025 Q2 REDUCED 34.1% -0.4% ✅ 9,860 -5,110 -34.1% 0.07% $662K 2025-07-15 $64.54
2025 Q1 UNCHANGED — — — 14,970 — 0% 0.09% $858K 2025-04-28 $57.27
2024 Q4 REDUCED 29.5% +6.8% ❌ 14,970 -6,251 -29.5% 0.08% $803K 2025-01-30 $53.31
2024 Q3 UNCHANGED — — — 21,221 — 0% 0.13% $1.3M 2024-10-22 $54.69
2024 Q2 INITIATED — — — 21,221 — — 0.13% $1.2M 2024-07-25 $54.15

🏢 Other funds also holding IEUS

As of 2026 Q2 — sorted by position size

Drum Hill Capital, LLC 0.65% Cordoba Advisory Partners LLC 0.29% 3EDGE Asset Management, LP 3Y 7Y 0.27% SSA SWISS ADVISORS AG 0.2% COURIER CAPITAL LLC 3Y 7Y 0.09% Activest Wealth Management 3Y 0.06% Quantum Financial Advisors, LLC 3Y 0.02% 4Thought Financial Group Inc. 3Y 0.02% GHP Investment Advisors, Inc. 3Y 7Y 0.01% PRIVATE TRUST CO NA 3Y 7Y 0.0%

FAQ About Pictet North America Advisors SA and IEUS

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

How long has Pictet North America Advisors SA reported owning IEUS?

Pictet North America Advisors SA reported IEUS across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IEUS position in Pictet North America Advisors SA's portfolio?

The largest reported portfolio weight for IEUS was 0.20% in 2025 Q4.

What is the latest reported IEUS position on this page?

The most recent filing on this page is 2026 Q2, when Pictet North America Advisors SA reported 24,275 shares, equal to 0.15% of portfolio, with an estimated market value of $1.7M.

What does the chart on this IEUS ownership page compare?

The chart compares Pictet North America Advisors SA's quarterly IEUS 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 Pictet North America Advisors SA time their IEUS position?

Based on 13F filing dates vs. subsequent IEUS price moves, Pictet North America Advisors SA correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on IEUS relative to SPY over the holding period was -3.9%.

← Back to Pictet North America Advisors SA Holdings