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

UBS 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 		– Sell
-73
Closed -$2.01K – 10674
2025
Q3 		$2.01K Buy
73
+60
+462% +$1.61K ﹤0.01% 9238
2025
Q2 		$346 Buy
+13
New +$337 ﹤0.01% 9861
2023
Q1 		– Sell
-90
Closed -$2.21K – 9785
2022
Q4 		$2.21K Buy
+90
New +$2.24K ﹤0.01% 9714

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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

UBS Group's ERET Position: Q4 2025 in Review

UBS Group sold out of iShares Environmentally Aware Real Estate ETF (ERET) in Q4 2025, closing a stake of 73 shares — an estimated $2.01K sold.

UBS Group first reported a position in ERET in Q4 2022 and held it in 3 quarters. The position peaked at $2.21K in Q4 2022. 10 funds tracked by Wall St. Rank hold ERET as of Q4 2025.

  • UBS Group reported no remaining iShares Environmentally Aware Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 73 iShares Environmentally Aware Real Estate ETF shares in Q4 2025, an estimated $2.01K.
  • UBS Group first reported a position in iShares Environmentally Aware Real Estate ETF in Q4 2022 and held it in 3 quarters.
  • UBS Group's iShares Environmentally Aware Real Estate ETF position peaked at $2.21K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.