1858 Wealth Management’s Invesco Real Assets ESG ETF IVRA Stock Holding History

1858 Wealth Management’s Portfolio IVRA Stock Details IVRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-59,702	Closed	-$972K	–	122
2025 Q2	$972K	Buy	59,702 +1,047	+2%	+$16.7K	0.72%	39
2025 Q1	$952K	Buy	58,655 +1,186	+2%	+$18.9K	0.81%	38
2024 Q4	$887K	Buy	57,469 +3,378	+6%	+$54.7K	0.7%	42
2024 Q3	$880K	Buy	+54,091	New	+$834K	0.72%	40

Other funds holding IVRA

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1858 Wealth Management's IVRA Position: Q3 2025 in Review

1858 Wealth Management sold out of Invesco Real Assets ESG ETF (IVRA) in Q3 2025, closing a stake of 59,702 shares — an estimated $972K sold.

1858 Wealth Management first reported a position in IVRA in Q3 2024 and held it in 4 quarters. The position peaked at $972K in Q2 2025. 4 funds tracked by Wall St. Rank hold IVRA as of Q3 2025.

1858 Wealth Management reported no remaining Invesco Real Assets ESG ETF position as of Q3 2025 after selling out during the quarter.
1858 Wealth Management sold 59,702 Invesco Real Assets ESG ETF shares in Q3 2025, an estimated $972K.
1858 Wealth Management first reported a position in Invesco Real Assets ESG ETF in Q3 2024 and held it in 4 quarters.
1858 Wealth Management's Invesco Real Assets ESG ETF position peaked at $972K in Q2 2025.
4 funds tracked by Wall St. Rank held Invesco Real Assets ESG ETF as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.