EFG
IALT

Embree Financial Group’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Embree Financial Group’s Portfolio IALT Stock Details IALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.77M Buy
+134,531
New +$3.77M 0.38% 51

Other funds holding IALT

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Embree Financial Group's IALT Position: Q2 2026 in Review

Embree Financial Group opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 134,531 shares worth $3.77M. The stake represents 0.38% of the portfolio and ranks #51 among its holdings.

72 funds tracked by Wall St. Rank hold IALT as of Q2 2026.

  • Embree Financial Group held 134,531 shares of iShares Systematic Alternatives Active ETF worth $3.77M as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new Embree Financial Group position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 0.38% of Embree Financial Group's portfolio in Q2 2026, its #51 holding.
  • 72 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.