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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
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

CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
VF
Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return
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

Westfuller Advisors's ERET Position: Q2 2026 in Review

Westfuller Advisors increased its iShares Environmentally Aware Real Estate ETF (ERET) stake by 32% in Q2 2026, buying an estimated $494K and bringing the position to 70,937 shares worth $2.05M. The position accounts for 0.75% of the portfolio, ranked #39.

Westfuller Advisors first reported a position in ERET in Q2 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold ERET as of Q2 2026.

  • Westfuller Advisors held 70,937 shares of iShares Environmentally Aware Real Estate ETF worth $2.05M as of Q2 2026.
  • Westfuller Advisors bought 17,156 iShares Environmentally Aware Real Estate ETF shares in Q2 2026, an estimated $494K.
  • iShares Environmentally Aware Real Estate ETF made up 0.75% of Westfuller Advisors's portfolio in Q2 2026, its #39 holding.
  • Westfuller Advisors first reported a position in iShares Environmentally Aware Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • 5 funds tracked by Wall St. Rank held iShares Environmentally Aware Real Estate ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.