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StrongBox Wealth’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

StrongBox Wealth’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
Q2 		$14K Buy
+483
New +$13.9K ﹤0.01% 236

Other funds holding ERET

CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
VF
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

StrongBox Wealth's ERET Position: Q2 2026 in Review

StrongBox Wealth opened a new position in iShares Environmentally Aware Real Estate ETF (ERET) in Q2 2026: 483 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #236 among its holdings.

4 funds tracked by Wall St. Rank hold ERET as of Q2 2026.

  • StrongBox Wealth held 483 shares of iShares Environmentally Aware Real Estate ETF worth $14K as of Q2 2026.
  • iShares Environmentally Aware Real Estate ETF was a new StrongBox Wealth position in Q2 2026.
  • iShares Environmentally Aware Real Estate ETF made up ﹤0.01% of StrongBox Wealth's portfolio in Q2 2026, its #236 holding.
  • 4 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.