Rockbridge Investment Management’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

Rockbridge Investment Management’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
2024 Q1	–	Sell	-36	Closed	-$939	–	278
2023 Q4	$939	Buy	+36	New	+$857	﹤0.01%	586

Other funds holding ERET

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Rockbridge Investment Management's ERET Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares Environmentally Aware Real Estate ETF (ERET) in Q1 2024, closing a stake of 36 shares — an estimated $939 sold.

Rockbridge Investment Management first reported a position in ERET in Q4 2023 and held it in 1 quarter. The position peaked at $939 in Q4 2023. 3 funds tracked by Wall St. Rank hold ERET as of Q1 2024.

Rockbridge Investment Management reported no remaining iShares Environmentally Aware Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 36 iShares Environmentally Aware Real Estate ETF shares in Q1 2024, an estimated $939.
Rockbridge Investment Management first reported a position in iShares Environmentally Aware Real Estate ETF in Q4 2023 and held it in 1 quarter.
Rockbridge Investment Management's iShares Environmentally Aware Real Estate ETF position peaked at $939 in Q4 2023.
3 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.