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Wealthspire Advisors (New York)’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

Wealthspire Advisors (New York)’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
-3,159
Closed -$87K – 1591
2025
Q3 		$87K Buy
+3,159
New +$84.9K ﹤0.01% 1050

Other funds holding ERET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 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

Wealthspire Advisors (New York)'s ERET Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Environmentally Aware Real Estate ETF (ERET) in Q4 2025, closing a stake of 3,159 shares — an estimated $87K sold.

Wealthspire Advisors (New York) first reported a position in ERET in Q3 2025 and held it in 1 quarter. The position peaked at $87K in Q3 2025. 10 funds tracked by Wall St. Rank hold ERET as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Environmentally Aware Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,159 iShares Environmentally Aware Real Estate ETF shares in Q4 2025, an estimated $87K.
  • Wealthspire Advisors (New York) first reported a position in iShares Environmentally Aware Real Estate ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Environmentally Aware Real Estate ETF position peaked at $87K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.