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Affiance Financial’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Affiance Financial’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
2023
Q1 		– Sell
-128
Closed -$6.12K – 192
2022
Q4 		$6.12K Hold
128
– – ﹤0.01% 326
2022
Q3 		$6K Buy
+128
New +$7.13K ﹤0.01% 124

Other funds holding ERTH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Affiance Financial's ERTH Position: Q1 2023 in Review

Affiance Financial sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2023, closing a stake of 128 shares — an estimated $6.12K sold.

Affiance Financial first reported a position in ERTH in Q3 2022 and held it in 2 quarters. The position peaked at $6.12K in Q4 2022. 97 funds tracked by Wall St. Rank hold ERTH as of Q1 2023.

  • Affiance Financial reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 128 Invesco MSCI Sustainable Future ETF shares in Q1 2023, an estimated $6.12K.
  • Affiance Financial first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2022 and held it in 2 quarters.
  • Affiance Financial's Invesco MSCI Sustainable Future ETF position peaked at $6.12K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.