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SageView Advisory Group’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

SageView Advisory Group’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 		$50.6K Buy
+1,894
New +$51.5K ﹤0.01% 1073

Other funds holding ERET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 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
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's ERET Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares Environmentally Aware Real Estate ETF (ERET) in Q4 2025: 1,894 shares worth $50.6K. The stake represents ﹤0.01% of the portfolio and ranks #1073 among its holdings.

10 funds tracked by Wall St. Rank hold ERET as of Q4 2025.

  • SageView Advisory Group held 1,894 shares of iShares Environmentally Aware Real Estate ETF worth $50.6K as of Q4 2025.
  • iShares Environmentally Aware Real Estate ETF was a new SageView Advisory Group position in Q4 2025.
  • iShares Environmentally Aware Real Estate ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1073 holding.
  • 10 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.