UBS Group’s iShares Breakthrough Environmental Solutions ETF ETEC Stock Holding History

UBS Group’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	–	Sell	-65	Closed	-$1.75K	–	10598
2026 Q1	$1.75K	Buy	+65	New	+$1.75K	﹤0.01%	9448
2025 Q2	–	Sell	-50	Closed	-$931	–	10400
2025 Q1	$931	Sell	50 -73	-59%	-$1.42K	﹤0.01%	9614
2024 Q4	$2.33K	Buy	123 +97	+373%	+$1.98K	﹤0.01%	9064
2024 Q3	$590	Buy	+26	New	+$533	﹤0.01%	8875
2024 Q2	–	Sell	-12	Closed	-$261	–	9668
2024 Q1	$261	Buy	+12	New	+$253	﹤0.01%	8675

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sankala Group Lyons, Colorado $150M AUM

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

UBS Group's ETEC Position: Q2 2026 in Review

UBS Group sold out of iShares Breakthrough Environmental Solutions ETF (ETEC) in Q2 2026, closing a stake of 65 shares — an estimated $1.75K sold.

UBS Group first reported a position in ETEC in Q1 2024 and held it in 5 quarters. The position peaked at $2.33K in Q4 2024. 7 funds tracked by Wall St. Rank hold ETEC as of Q2 2026.

UBS Group reported no remaining iShares Breakthrough Environmental Solutions ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 65 iShares Breakthrough Environmental Solutions ETF shares in Q2 2026, an estimated $1.75K.
UBS Group first reported a position in iShares Breakthrough Environmental Solutions ETF in Q1 2024 and held it in 5 quarters.
UBS Group's iShares Breakthrough Environmental Solutions ETF position peaked at $2.33K in Q4 2024.
7 funds tracked by Wall St. Rank held iShares Breakthrough Environmental Solutions ETF as of Q2 2026.

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