IWC
EFRA icon

Integrated Wealth Concepts’s iShares Environmental Infrastructure and Industrials ETF EFRA Stock Holding History

Integrated Wealth Concepts’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 		$1K Buy
+28
New +$985 ﹤0.01% 5532

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

Integrated Wealth Concepts's EFRA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Environmental Infrastructure and Industrials ETF (EFRA) in Q2 2026: 28 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #5532 among its holdings.

11 funds tracked by Wall St. Rank hold EFRA as of Q2 2026.

  • Integrated Wealth Concepts held 28 shares of iShares Environmental Infrastructure and Industrials ETF worth $1K as of Q2 2026.
  • iShares Environmental Infrastructure and Industrials ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares Environmental Infrastructure and Industrials ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5532 holding.
  • 11 funds tracked by Wall St. Rank held iShares Environmental Infrastructure and Industrials ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.