Morgan Stanley
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Morgan Stanley’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

Morgan Stanley’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
Q1 		$2.56K Buy
94
+93
+9,300% +$2.61K ﹤0.01% 7281
2025
Q4 		$31 Hold
1
– – ﹤0.01% 7999
2025
Q3 		$32 Hold
1
– – ﹤0.01% 7966
2025
Q2 		$31 Hold
1
– – ﹤0.01% 7913
2025
Q1 		$30 Hold
1
– – ﹤0.01% 7878
2024
Q4 		$29 Hold
1
– – ﹤0.01% 7779
2024
Q3 		$34 Hold
1
– – ﹤0.01% 7700
2024
Q2 		$29 Hold
1
– – ﹤0.01% 7673
2024
Q1 		$30 Buy
+1
New +$25 ﹤0.01% 7629

Other funds holding ERET

WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley's ERET Position: Q1 2026 in Review

Morgan Stanley increased its iShares Environmentally Aware Real Estate ETF (ERET) stake by 9,300% in Q1 2026, buying an estimated $2.61K and bringing the position to 94 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #7281.

Morgan Stanley first reported a position in ERET in Q1 2024 and has held it in 9 quarters since. 8 funds tracked by Wall St. Rank hold ERET as of Q1 2026.

  • Morgan Stanley held 94 shares of iShares Environmentally Aware Real Estate ETF worth $2.56K as of Q1 2026.
  • Morgan Stanley bought 93 iShares Environmentally Aware Real Estate ETF shares in Q1 2026, an estimated $2.61K.
  • iShares Environmentally Aware Real Estate ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7281 holding.
  • Morgan Stanley first reported a position in iShares Environmentally Aware Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.