UBS Group’s iShares Environmental Infrastructure and Industrials ETF EFRA Stock Holding History

UBS Group’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	–	Sell	-98	Closed	-$3.25K	–	10655
2025 Q4	$3.25K	Buy	98 +92	+1,533%	+$3.12K	﹤0.01%	9065
2025 Q3	$206	Sell	6 -45	-88%	-$1.53K	﹤0.01%	9811
2025 Q2	$1.7K	Sell	51 -77	-60%	-$2.45K	﹤0.01%	9578
2025 Q1	$3.9K	Buy	128 +127	+12,700%	+$3.9K	﹤0.01%	9169
2024 Q4	$30	Buy	+1	New	+$33	﹤0.01%	9748
2024 Q3	–	Sell	-17	Closed	-$517	–	9623
2024 Q2	$517	Sell	17 -70	-80%	-$2.17K	﹤0.01%	8890
2024 Q1	$2.69K	Sell	87 -33	-28%	-$965	﹤0.01%	7849
2023 Q4	$3.5K	Buy	120 +50	+71%	+$1.34K	﹤0.01%	7958
2023 Q3	$1.82K	Buy	+70	New	+$1.95K	﹤0.01%	7824

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 $570B AUM 27.57% 1-Year Est. Return

Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's EFRA Position: Q1 2026 in Review

UBS Group sold out of iShares Environmental Infrastructure and Industrials ETF (EFRA) in Q1 2026, closing a stake of 98 shares — an estimated $3.25K sold.

UBS Group first reported a position in EFRA in Q3 2023 and held it in 9 quarters. The position peaked at $3.9K in Q1 2025. 9 funds tracked by Wall St. Rank hold EFRA as of Q1 2026.

UBS Group reported no remaining iShares Environmental Infrastructure and Industrials ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 98 iShares Environmental Infrastructure and Industrials ETF shares in Q1 2026, an estimated $3.25K.
UBS Group first reported a position in iShares Environmental Infrastructure and Industrials ETF in Q3 2023 and held it in 9 quarters.
UBS Group's iShares Environmental Infrastructure and Industrials ETF position peaked at $3.9K in Q1 2025.
9 funds tracked by Wall St. Rank held iShares Environmental Infrastructure and Industrials ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.