Westfuller Advisors
ERET icon

Westfuller Advisors’s iShares Environmentally Aware Real Estate ETF ERET Stock Holding History

Westfuller Advisors’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
Q3 		$1.92M Buy
70,966
+29
+0% +$838 0.56% 44
2026
Q2 		$2.05M Buy
70,937
+17,156
+32% +$494K 0.75% 39
2026
Q1 		$1.46M Buy
53,781
+28,910
+116% +$810K 0.63% 44
2025
Q4 		$664K Buy
24,871
+2,561
+11% +$69.7K 0.27% 72
2025
Q3 		$615K Buy
22,310
+14,516
+186% +$390K 0.28% 70
2025
Q2 		$207K Buy
+7,794
New +$202K 0.12% 107

Other funds holding ERET

Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Vestment Financial
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
StrongBox Wealth
StrongBox Wealth Lee's Summit, Missouri $374M AUM 11.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Westfuller Advisors's ERET Position: Q3 2026 in Review

Westfuller Advisors increased its iShares Environmentally Aware Real Estate ETF (ERET) stake by 0.04% in Q3 2026, buying an estimated $838 and bringing the position to 70,966 shares worth $1.92M. The position accounts for 0.56% of the portfolio, ranked #44.

Westfuller Advisors first reported a position in ERET in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.05M in Q2 2026. 8 funds tracked by Wall St. Rank hold ERET as of Q3 2026.

  • Westfuller Advisors held 70,966 shares of iShares Environmentally Aware Real Estate ETF worth $1.92M as of Q3 2026.
  • Westfuller Advisors bought 29 iShares Environmentally Aware Real Estate ETF shares in Q3 2026, an estimated $838.
  • iShares Environmentally Aware Real Estate ETF made up 0.56% of Westfuller Advisors's portfolio in Q3 2026, its #44 holding.
  • Westfuller Advisors first reported a position in iShares Environmentally Aware Real Estate ETF in Q2 2025 and has held it in 6 quarters since.
  • Westfuller Advisors's iShares Environmentally Aware Real Estate ETF position peaked at $2.05M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.