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Cedar Cove Wealth Partners’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

Cedar Cove Wealth Partners’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 		$650K Buy
22,469
+1,099
+5% +$31.6K 0.31% 48
2026
Q1 		$580K Buy
21,370
+417
+2% +$11.7K 0.3% 51
2025
Q4 		$560K Buy
+20,953
New +$570K 0.29% 48

Other funds holding ERET

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

Cedar Cove Wealth Partners's ERET Position: Q2 2026 in Review

Cedar Cove Wealth Partners increased its iShares Environmentally Aware Real Estate ETF (ERET) stake by 5.1% in Q2 2026, buying an estimated $31.6K and bringing the position to 22,469 shares worth $650K. The position accounts for 0.31% of the portfolio, ranked #48.

Cedar Cove Wealth Partners first reported a position in ERET in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold ERET as of Q2 2026.

  • Cedar Cove Wealth Partners held 22,469 shares of iShares Environmentally Aware Real Estate ETF worth $650K as of Q2 2026.
  • Cedar Cove Wealth Partners bought 1,099 iShares Environmentally Aware Real Estate ETF shares in Q2 2026, an estimated $31.6K.
  • iShares Environmentally Aware Real Estate ETF made up 0.31% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Cedar Cove Wealth Partners first reported a position in iShares Environmentally Aware Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 4 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.