HR
EFRA icon

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
Q2 		– Sell
-1,041
Closed -$35.8K – 492
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 $672B AUM 33.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Howe & Rusling's EFRA Position: Q2 2026 in Review

Howe & Rusling sold out of iShares Environmental Infrastructure and Industrials ETF (EFRA) in Q2 2026, closing a stake of 1,041 shares — an estimated $35.8K sold.

Howe & Rusling first reported a position in EFRA in Q3 2025 and held it in 2 quarters. The position peaked at $35.8K in Q1 2026. 10 funds tracked by Wall St. Rank hold EFRA as of Q2 2026.

  • Howe & Rusling reported no remaining iShares Environmental Infrastructure and Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Howe & Rusling sold 1,041 iShares Environmental Infrastructure and Industrials ETF shares in Q2 2026, an estimated $35.8K.
  • Howe & Rusling first reported a position in iShares Environmental Infrastructure and Industrials ETF in Q3 2025 and held it in 2 quarters.
  • Howe & Rusling's iShares Environmental Infrastructure and Industrials ETF position peaked at $35.8K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held iShares Environmental Infrastructure and Industrials ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.