Atria Investments’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

Atria Investments’s Portfolio ERET Stock Details ERET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-25,968	Closed	-$704K	–	2156
2026 Q1	$704K	Sell	25,968 -1,320	-5%	-$37K	0.01%	1265
2025 Q4	$729K	Buy	27,288 +1,856	+7%	+$50.5K	0.01%	1236
2025 Q3	$701K	Buy	25,432 +12,593	+98%	+$338K	0.01%	1228
2025 Q2	$342K	Buy	+12,839	New	+$333K	﹤0.01%	1641

Other funds holding ERET

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

StrongBox Wealth Lee's Summit, Missouri $351M AUM 16.71% 1-Year Est. Return

Atria Investments's ERET Position: Q2 2026 in Review

Atria Investments sold out of iShares Environmentally Aware Real Estate ETF (ERET) in Q2 2026, closing a stake of 25,968 shares — an estimated $704K sold.

Atria Investments first reported a position in ERET in Q2 2025 and held it in 4 quarters. The position peaked at $729K in Q4 2025. 5 funds tracked by Wall St. Rank hold ERET as of Q2 2026.

Atria Investments reported no remaining iShares Environmentally Aware Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 25,968 iShares Environmentally Aware Real Estate ETF shares in Q2 2026, an estimated $704K.
Atria Investments first reported a position in iShares Environmentally Aware Real Estate ETF in Q2 2025 and held it in 4 quarters.
Atria Investments's iShares Environmentally Aware Real Estate ETF position peaked at $729K in Q4 2025.
5 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.