EFG
ISMF

Ehrlich Financial Group’s iShares Managed Futures Active ETF ISMF Stock Holding History

Ehrlich Financial Group’s Portfolio ISMF Stock Details ISMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$717K Buy
25,643
+5,973
+30% +$167K 0.37% 63
2026
Q1 		$537K Buy
+19,670
New +$537K 0.31% 74

Other funds holding ISMF

5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Ehrlich Financial Group's ISMF Position: Q2 2026 in Review

Ehrlich Financial Group increased its iShares Managed Futures Active ETF (ISMF) stake by 30% in Q2 2026, buying an estimated $167K and bringing the position to 25,643 shares worth $717K. The position accounts for 0.37% of the portfolio, ranked #63.

Ehrlich Financial Group first reported a position in ISMF in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold ISMF as of Q2 2026.

  • Ehrlich Financial Group held 25,643 shares of iShares Managed Futures Active ETF worth $717K as of Q2 2026.
  • Ehrlich Financial Group bought 5,973 iShares Managed Futures Active ETF shares in Q2 2026, an estimated $167K.
  • iShares Managed Futures Active ETF made up 0.37% of Ehrlich Financial Group's portfolio in Q2 2026, its #63 holding.
  • Ehrlich Financial Group first reported a position in iShares Managed Futures Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 funds tracked by Wall St. Rank held iShares Managed Futures Active ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.