EWA
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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
Q2 		$158K Buy
+5,461
New +$157K ﹤0.01% 1578

Other funds holding ERET

WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EP Wealth Advisors's ERET Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Environmentally Aware Real Estate ETF (ERET) in Q2 2026: 5,461 shares worth $158K. The stake represents ﹤0.01% of the portfolio and ranks #1578 among its holdings.

10 funds tracked by Wall St. Rank hold ERET as of Q2 2026.

  • EP Wealth Advisors held 5,461 shares of iShares Environmentally Aware Real Estate ETF worth $158K as of Q2 2026.
  • iShares Environmentally Aware Real Estate ETF was a new EP Wealth Advisors position in Q2 2026.
  • iShares Environmentally Aware Real Estate ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1578 holding.
  • 10 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.