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Keystone Financial Group (Georgia)’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

Keystone Financial Group (Georgia)’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 		$75.1K Hold
2,599
– – 0.04% 72
2026
Q1 		$70.5K Buy
2,599
+68
+3% +$1.91K 0.04% 76
2025
Q4 		$67.6K Buy
+2,531
New +$68.8K 0.04% 81

Other funds holding ERET

CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
VF
Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return
SW
StrongBox Wealth Lee's Summit, Missouri $351M AUM 16.71% 1-Year Est. Return

Keystone Financial Group (Georgia)'s ERET Position: Q2 2026 in Review

Keystone Financial Group (Georgia) held its iShares Environmentally Aware Real Estate ETF (ERET) position steady in Q2 2026 at 2,599 shares worth $75.1K. The position accounts for 0.04% of the portfolio, ranked #72.

Keystone Financial Group (Georgia) 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.

  • Keystone Financial Group (Georgia) held 2,599 shares of iShares Environmentally Aware Real Estate ETF worth $75.1K as of Q2 2026.
  • Keystone Financial Group (Georgia) left its iShares Environmentally Aware Real Estate ETF share count unchanged in Q2 2026.
  • iShares Environmentally Aware Real Estate ETF made up 0.04% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #72 holding.
  • Keystone Financial Group (Georgia) 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 Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.