Osaic Holdings’s iShares Breakthrough Environmental Solutions ETF ETEC Stock Holding History

Osaic Holdings’s Portfolio ETEC Stock Details ETEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8K	Buy	+354	New	+$10.4K	﹤0.01%	6571
2024 Q2	–	Sell	-221	Closed	-$4.81K	–	7463
2024 Q1	$4.81K	Hold	221	–	–	﹤0.01%	6107
2023 Q4	$5.17K	Hold	221	–	–	﹤0.01%	6158
2023 Q3	$4.97K	Hold	221	–	–	﹤0.01%	6275
2023 Q2	$5.7K	Buy	+221	New	+$5.56K	﹤0.01%	6247

Other funds holding ETEC

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Sankala Group Lyons, Colorado $150M AUM

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

Osaic Holdings's ETEC Position: Q2 2026 in Review

Osaic Holdings opened a new position in iShares Breakthrough Environmental Solutions ETF (ETEC) in Q2 2026: 354 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #6571 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in ETEC as recently as Q1 2024.

Osaic Holdings first reported a position in ETEC in Q2 2023 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold ETEC as of Q2 2026.

Osaic Holdings held 354 shares of iShares Breakthrough Environmental Solutions ETF worth $10.8K as of Q2 2026.
iShares Breakthrough Environmental Solutions ETF was a new Osaic Holdings position in Q2 2026.
iShares Breakthrough Environmental Solutions ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6571 holding.
Osaic Holdings first reported a position in iShares Breakthrough Environmental Solutions ETF in Q2 2023 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held iShares Breakthrough Environmental Solutions ETF as of Q2 2026.

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