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Howe & Rusling’s iShares Environmental Infrastructure and Industrials ETF EFRA Stock Holding History

Howe & Rusling’s Portfolio EFRA Stock Details EFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.8K Buy
+1,041
New +$36.8K ﹤0.01% 376
2025
Q4 		– Sell
-1,041
Closed -$35.7K – 484
2025
Q3 		$35.7K Buy
+1,041
New +$35.3K ﹤0.01% 366

Other funds holding EFRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Howe & Rusling's EFRA Position: Q1 2026 in Review

Howe & Rusling opened a new position in iShares Environmental Infrastructure and Industrials ETF (EFRA) in Q1 2026: 1,041 shares worth $35.8K. The stake represents ﹤0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in EFRA as recently as Q3 2025.

Howe & Rusling first reported a position in EFRA in Q3 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold EFRA as of Q1 2026.

  • Howe & Rusling held 1,041 shares of iShares Environmental Infrastructure and Industrials ETF worth $35.8K as of Q1 2026.
  • iShares Environmental Infrastructure and Industrials ETF was a new Howe & Rusling position in Q1 2026.
  • iShares Environmental Infrastructure and Industrials ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #376 holding.
  • Howe & Rusling first reported a position in iShares Environmental Infrastructure and Industrials ETF in Q3 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares Environmental Infrastructure and Industrials ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.