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ERETIshares Environmentally Aware Real Estate ETF

Grow my money3y track recordRanked #1,839 of 2,993 in this goal

Tracks the investment results of an index composed of developed market real estate equities with increased exposure to green certification and energy efficiency.

By iShares · Launched 2022

Annual Cost

0.30%

#1,392 of 5,853 · low cost

Fund Size

$14M

#4,703 of 5,853 · small

Return (1Y)Goal

+16.4%

Track Record

3 years

#2,789 of 5,853 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,784+17.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

ESG, Real Assets

Index tracked

FTSE EPRA Nareit Developed Green Target Index

What it actually holds

By weight

Concentration

Top 10 holdings = 35.6% of fundwell diversified

WELLTOWER INC.
6.5%
PROLOGIS, INC.
5.7%
REALTY INCOME CORPORATION
5.0%
EQUINIX, INC.
4.5%
SIMON PROPERTY GROUP, INC.
3.3%
DIGITAL REALTY TRUST, INC.
2.7%
PUBLIC STORAGE.
2.5%
GOODMAN GROUP
1.9%
Mitsubishi Estate Company, Limited
1.8%
VENTAS, INC.
1.7%

Asset allocation

Stocks
98.8%
Cash
0.8%
Other
0.4%

By sector

Real Estate
99.7%
Technology
0.2%
Consumer Cyclical
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.3%Moderate

Year-on-year price swings

Max drawdown
-20.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.38Below average
Sortino (3Y)
0.56Moderate downside risk

Listing

Exchange
NASDAQ Global Market, NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of an index composed of developed market real estate equities with increased exposure to green certification and energy efficiency.
Strategy
Seeks to track the FTSE EPRA Nareit Developed Green Target Index, composed of developed market real estate equities. Targets increased green certification and energy efficiency relative to the Parent Index, including large-, mid-, and small-cap constituents from developed markets.
Inception date
November 15, 2022
Fund family
iShares

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Data updated on 2026-08-02