EFG International’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

EFG International’s Portfolio CLOA Stock Details CLOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$383K	Sell	7,374 -13,742	-65%	-$713K	0.01%	545
2026 Q1	$1.09M	Buy	+21,116	New	+$1.09M	0.02%	397

Other funds holding CLOA

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

EFG International's CLOA Position: Q2 2026 in Review

EFG International reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 65% in Q2 2026, selling an estimated $713K and leaving 7,374 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #545.

EFG International first reported a position in CLOA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.09M in Q1 2026. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

EFG International held 7,374 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $383K as of Q2 2026.
EFG International sold 13,742 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $713K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.01% of EFG International's portfolio in Q2 2026, its #545 holding.
EFG International first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2026 and has held it in 2 quarters since.
EFG International's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.09M in Q1 2026.
249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.