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

BetterWealth’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
2024 Q1	–	Sell	-9,248	Closed	-$241K	–	66
2023 Q4	$241K	Buy	9,248 +49	+0.5%	+$1.17K	0.08%	55
2023 Q3	$213K	Sell	9,199 -119	-1%	-$2.92K	0.09%	48
2023 Q2	$228K	Buy	+9,318	New	+$229K	0.09%	42

Other funds holding ERET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BetterWealth's ERET Position: Q1 2024 in Review

BetterWealth sold out of iShares Environmentally Aware Real Estate ETF (ERET) in Q1 2024, closing a stake of 9,248 shares — an estimated $241K sold.

BetterWealth first reported a position in ERET in Q2 2023 and held it in 3 quarters. The position peaked at $241K in Q4 2023. 3 funds tracked by Wall St. Rank hold ERET as of Q1 2024.

BetterWealth reported no remaining iShares Environmentally Aware Real Estate ETF position as of Q1 2024 after selling out during the quarter.
BetterWealth sold 9,248 iShares Environmentally Aware Real Estate ETF shares in Q1 2024, an estimated $241K.
BetterWealth first reported a position in iShares Environmentally Aware Real Estate ETF in Q2 2023 and held it in 3 quarters.
BetterWealth's iShares Environmentally Aware Real Estate ETF position peaked at $241K in Q4 2023.
3 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q1 2024.

Based on BetterWealth's 13F filing for Q1 2024, filed 19 Apr 2024.