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iShares Environmentally Aware Real Estate ETF
ERET
ERET
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $1.17M | -$272K | -10,000 | -19% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $729K | +$50.5K | +1,856 | +7% |
|
|
WA
3
Westfuller Advisors
New York
| $664K | +$69.7K | +2,561 | +11% |
|
|
CCWP
4
Cedar Cove Wealth Partners
Bloomington,
Minnesota
| $560K | +$570K | +20,953 | New |
|
|
VF
5
Vestment Financial
Chanhassen,
Minnesota
| $323K | +$2.94K | +108 | +0.9% |
|
|
LAMNM
6
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
| $255K | -$26K | -957 | -9% |
|
|
KFGG
7
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| $67.6K | +$68.8K | +2,531 | New |
|
|
SAG
8
SageView Advisory Group
Newport Beach,
California
| $50.6K | +$51.5K | +1,894 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $11.6K | +$1.14K | +42 | +11% |
|
10
Morgan Stanley
New York
| $31 | – | – | – |
|
11
Jane Street
New York
| – | -$378K | -13,716 | Closed |
|
|
WANY
12
Wealthspire Advisors (New York)
New York
| – | -$87K | -3,159 | Closed |
|
|
WP
13
WealthShield Partners
Cary,
North Carolina
| – | -$21.4K | -776 | Closed |
|
14
UBS Group
Zurich,
Switzerland
| – | -$2.01K | -73 | Closed |
|