Osaic Holdings’s iShares Environmental Infrastructure and Industrials ETF EFRA Stock Holding History

Osaic Holdings’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	$4.54K	Buy	+127	New	+$4.47K	﹤0.01%	6982

Other funds holding EFRA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings's EFRA Position: Q2 2026 in Review

Osaic Holdings opened a new position in iShares Environmental Infrastructure and Industrials ETF (EFRA) in Q2 2026: 127 shares worth $4.54K. The stake represents ﹤0.01% of the portfolio and ranks #6982 among its holdings.

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

Osaic Holdings held 127 shares of iShares Environmental Infrastructure and Industrials ETF worth $4.54K as of Q2 2026.
iShares Environmental Infrastructure and Industrials ETF was a new Osaic Holdings position in Q2 2026.
iShares Environmental Infrastructure and Industrials ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6982 holding.
11 funds tracked by Wall St. Rank held iShares Environmental Infrastructure and Industrials ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.