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Sunbelt Securities’s iShares Environmental Infrastructure and Industrials ETF EFRA Stock Holding History

Sunbelt Securities’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 		$3.93K Hold
114
– – ﹤0.01% 1744
2025
Q4 		$3.79K Buy
114
+85
+293% +$2.88K ﹤0.01% 1702
2025
Q3 		$996 Buy
+29
New +$984 ﹤0.01% 2054

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
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Sunbelt Securities's EFRA Position: Q1 2026 in Review

Sunbelt Securities held its iShares Environmental Infrastructure and Industrials ETF (EFRA) position steady in Q1 2026 at 114 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Sunbelt Securities first reported a position in EFRA in Q3 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold EFRA as of Q1 2026.

  • Sunbelt Securities held 114 shares of iShares Environmental Infrastructure and Industrials ETF worth $3.93K as of Q1 2026.
  • Sunbelt Securities left its iShares Environmental Infrastructure and Industrials ETF share count unchanged in Q1 2026.
  • iShares Environmental Infrastructure and Industrials ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1744 holding.
  • Sunbelt Securities first reported a position in iShares Environmental Infrastructure and Industrials ETF in Q3 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares Environmental Infrastructure and Industrials ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.