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Vestment Financial’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

Vestment Financial’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 		$304K Sell
10,516
-1,826
-15% -$52.5K 0.14% 38
2026
Q1 		$363K Buy
12,342
+477
+4% +$13.4K 0.17% 34
2025
Q4 		$323K Buy
11,865
+108
+0.9% +$2.94K 0.17% 38
2025
Q3 		$322K Buy
11,757
+395
+3% +$10.6K 0.18% 36
2025
Q2 		$304K Buy
11,362
+2,107
+23% +$54.7K 0.19% 35
2025
Q1 		$238K Buy
+9,255
New +$237K 0.17% 36

Other funds holding ERET

WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
SW
StrongBox Wealth Lee's Summit, Missouri $351M AUM 16.71% 1-Year Est. Return

Vestment Financial's ERET Position: Q2 2026 in Review

Vestment Financial reduced its iShares Environmentally Aware Real Estate ETF (ERET) stake by 15% in Q2 2026, selling an estimated $52.5K and leaving 10,516 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #38.

Vestment Financial first reported a position in ERET in Q1 2025 and has held it in 6 quarters since. The position peaked at $363K in Q1 2026. 5 funds tracked by Wall St. Rank hold ERET as of Q2 2026.

  • Vestment Financial held 10,516 shares of iShares Environmentally Aware Real Estate ETF worth $304K as of Q2 2026.
  • Vestment Financial sold 1,826 iShares Environmentally Aware Real Estate ETF shares in Q2 2026, an estimated $52.5K.
  • iShares Environmentally Aware Real Estate ETF made up 0.14% of Vestment Financial's portfolio in Q2 2026, its #38 holding.
  • Vestment Financial first reported a position in iShares Environmentally Aware Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • Vestment Financial's iShares Environmentally Aware Real Estate ETF position peaked at $363K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.