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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
2026
Q1 		– Sell
-1,894
Closed -$50.6K – 1154
2025
Q4 		$50.6K Buy
+1,894
New +$51.5K ﹤0.01% 1073

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 $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's ERET Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Environmentally Aware Real Estate ETF (ERET) in Q1 2026, closing a stake of 1,894 shares — an estimated $50.6K sold.

SageView Advisory Group first reported a position in ERET in Q4 2025 and held it in 1 quarter. The position peaked at $50.6K in Q4 2025. 8 funds tracked by Wall St. Rank hold ERET as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Environmentally Aware Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,894 iShares Environmentally Aware Real Estate ETF shares in Q1 2026, an estimated $50.6K.
  • SageView Advisory Group first reported a position in iShares Environmentally Aware Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares Environmentally Aware Real Estate ETF position peaked at $50.6K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.