EP Wealth Advisors
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EP Wealth Advisors’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

EP Wealth Advisors’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
Q3 		– Sell
-5,461
Closed -$158K – 1697
2026
Q2 		$158K Buy
+5,461
New +$157K ﹤0.01% 1578

Other funds holding ERET

Westfuller Advisors
Westfuller Advisors New York $340M AUM 17.7% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Vestment Financial
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
StrongBox Wealth
StrongBox Wealth Lee's Summit, Missouri $374M AUM 11.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

EP Wealth Advisors's ERET Position: Q3 2026 in Review

EP Wealth Advisors sold out of iShares Environmentally Aware Real Estate ETF (ERET) in Q3 2026, closing a stake of 5,461 shares — an estimated $158K sold.

EP Wealth Advisors first reported a position in ERET in Q2 2026 and held it in 1 quarter. The position peaked at $158K in Q2 2026. 8 funds tracked by Wall St. Rank hold ERET as of Q3 2026.

  • EP Wealth Advisors reported no remaining iShares Environmentally Aware Real Estate ETF position as of Q3 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 5,461 iShares Environmentally Aware Real Estate ETF shares in Q3 2026, an estimated $158K.
  • EP Wealth Advisors first reported a position in iShares Environmentally Aware Real Estate ETF in Q2 2026 and held it in 1 quarter.
  • EP Wealth Advisors's iShares Environmentally Aware Real Estate ETF position peaked at $158K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.