Longview Asset Management (New Mexico)’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

Longview Asset Management (New Mexico)’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
2025 Q4	$255K	Sell	9,566 -957	-9%	-$26K	0.18%	40
2025 Q3	$290K	Sell	10,523 -1,566	-13%	-$42.1K	0.2%	36
2025 Q2	$322K	Sell	12,089 -5,473	-31%	-$142K	0.24%	38
2025 Q1	$452K	Sell	17,562 -7,199	-29%	-$184K	0.39%	34
2024 Q4	$623K	Buy	+24,761	New	+$675K	0.54%	28

Other funds holding ERET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Longview Asset Management (New Mexico)'s ERET Position: Q4 2025 in Review

Longview Asset Management (New Mexico) reduced its iShares Environmentally Aware Real Estate ETF (ERET) stake by 9.1% in Q4 2025, selling an estimated $26K and leaving 9,566 shares worth $255K. The position accounts for 0.18% of the portfolio, ranked #40.

Longview Asset Management (New Mexico) first reported a position in ERET in Q4 2024 and has held it in 5 quarters since. The position peaked at $623K in Q4 2024. 10 funds tracked by Wall St. Rank hold ERET as of Q4 2025.

Longview Asset Management (New Mexico) held 9,566 shares of iShares Environmentally Aware Real Estate ETF worth $255K as of Q4 2025.
Longview Asset Management (New Mexico) sold 957 iShares Environmentally Aware Real Estate ETF shares in Q4 2025, an estimated $26K.
iShares Environmentally Aware Real Estate ETF made up 0.18% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #40 holding.
Longview Asset Management (New Mexico) first reported a position in iShares Environmentally Aware Real Estate ETF in Q4 2024 and has held it in 5 quarters since.
Longview Asset Management (New Mexico)'s iShares Environmentally Aware Real Estate ETF position peaked at $623K in Q4 2024.
10 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.