UBS Group’s Harbor Osmosis International Resource Efficient ETF EFFI Stock Holding History

UBS Group’s Portfolio EFFI Stock Details EFFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$507	Sell	20 -49	-71%	-$1.23K	﹤0.01%	9821
2026 Q1	$1.64K	Buy	69 +68	+6,800%	+$1.66K	﹤0.01%	9474
2025 Q4	$24	Buy	+1	New	+$24	﹤0.01%	10344

Other funds holding EFFI

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

UBS Group's EFFI Position: Q2 2026 in Review

UBS Group reduced its Harbor Osmosis International Resource Efficient ETF (EFFI) stake by 71% in Q2 2026, selling an estimated $1.23K and leaving 20 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #9821.

UBS Group first reported a position in EFFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.64K in Q1 2026. 6 funds tracked by Wall St. Rank hold EFFI as of Q2 2026.

UBS Group held 20 shares of Harbor Osmosis International Resource Efficient ETF worth $507 as of Q2 2026.
UBS Group sold 49 Harbor Osmosis International Resource Efficient ETF shares in Q2 2026, an estimated $1.23K.
Harbor Osmosis International Resource Efficient ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9821 holding.
UBS Group first reported a position in Harbor Osmosis International Resource Efficient ETF in Q4 2025 and has held it in 3 quarters since.
UBS Group's Harbor Osmosis International Resource Efficient ETF position peaked at $1.64K in Q1 2026.
6 funds tracked by Wall St. Rank held Harbor Osmosis International Resource Efficient ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.