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WealthShield Partners’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

WealthShield Partners’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
-776
Closed -$21.4K – 573
2025
Q3 		$21.4K Hold
776
– – ﹤0.01% 475
2025
Q2 		$20.6K Buy
776
+73
+10% +$1.9K ﹤0.01% 470
2025
Q1 		$18.1K Hold
703
– – ﹤0.01% 461
2024
Q4 		$17.7K Hold
703
– – ﹤0.01% 428
2024
Q3 		$20.3K Buy
+703
New +$19K ﹤0.01% 429

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

WealthShield Partners's ERET Position: Q4 2025 in Review

WealthShield Partners sold out of iShares Environmentally Aware Real Estate ETF (ERET) in Q4 2025, closing a stake of 776 shares — an estimated $21.4K sold.

WealthShield Partners first reported a position in ERET in Q3 2024 and held it in 5 quarters. The position peaked at $21.4K in Q3 2025. 10 funds tracked by Wall St. Rank hold ERET as of Q4 2025.

  • WealthShield Partners reported no remaining iShares Environmentally Aware Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • WealthShield Partners sold 776 iShares Environmentally Aware Real Estate ETF shares in Q4 2025, an estimated $21.4K.
  • WealthShield Partners first reported a position in iShares Environmentally Aware Real Estate ETF in Q3 2024 and held it in 5 quarters.
  • WealthShield Partners's iShares Environmentally Aware Real Estate ETF position peaked at $21.4K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q4 2025.

Based on WealthShield Partners's 13F filing for Q4 2025, filed 3 Feb 2026.