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

Activest 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 Q1	–	Sell	-149	Closed	-$6.01K	–	1095
2024 Q4	$6.04K	Hold	149	–	–	﹤0.01%	360
2024 Q3	$6.74K	Hold	149	–	–	﹤0.01%	346
2024 Q2	$5.88K	Hold	149	–	–	﹤0.01%	336
2024 Q1	$6.28K	Buy	149 +1	+0.7%	+$42	﹤0.01%	243
2023 Q4	$7.01K	Hold	148	–	–	﹤0.01%	215
2023 Q3	$6.57K	Buy	+148	New	+$7.2K	﹤0.01%	209
2023 Q2	–	Sell	-148	Closed	-$7.15K	–	323
2023 Q1	$7.15K	Buy	148 +1	+0.7%	+$50	﹤0.01%	187
2022 Q4	$7.05K	Hold	147	–	–	﹤0.01%	332
2022 Q3	$7K	Hold	147	–	–	﹤0.01%	325
2022 Q2	$8K	Buy	147 +1	+0.7%	+$56	0.01%	213
2022 Q1	$9K	Hold	146	–	–	0.01%	210
2021 Q4	$10K	Hold	146	–	–	0.01%	205
2021 Q3	$9K	Hold	146	–	–	0.01%	235
2021 Q2	$10K	Buy	146 +15	+11%	+$1.1K	0.01%	193
2021 Q1	$10K	Buy	+131	New	+$10.2K	0.01%	187

Other funds holding ERTH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Activest Wealth Management's ERTH Position: Q1 2025 in Review

Activest Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2025, closing a stake of 149 shares — an estimated $6.01K sold.

Activest Wealth Management first reported a position in ERTH in Q1 2021 and held it in 15 quarters. The position peaked at $10K in Q4 2021. 85 funds tracked by Wall St. Rank hold ERTH as of Q1 2025.

Activest Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2025 after selling out during the quarter.
Activest Wealth Management sold 149 Invesco MSCI Sustainable Future ETF shares in Q1 2025, an estimated $6.01K.
Activest Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2021 and held it in 15 quarters.
Activest Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $10K in Q4 2021.
85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2025.

Based on Activest Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.