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Accredited Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Accredited Wealth Management’s Portfolio ERTH Stock Details ERTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-175
Closed -$6.8K – 383
2025
Q1 		$6.8K Hold
175
– – 0.01% 275
2024
Q4 		$7.08K Buy
+175
New +$7.41K 0.01% 271

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Accredited Wealth Management's ERTH Position: Q2 2025 in Review

Accredited Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2025, closing a stake of 175 shares — an estimated $6.8K sold.

Accredited Wealth Management first reported a position in ERTH in Q4 2024 and held it in 2 quarters. The position peaked at $7.08K in Q4 2024. 85 funds tracked by Wall St. Rank hold ERTH as of Q2 2025.

  • Accredited Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 175 Invesco MSCI Sustainable Future ETF shares in Q2 2025, an estimated $6.8K.
  • Accredited Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2024 and held it in 2 quarters.
  • Accredited Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $7.08K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2025.

Based on Accredited Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.