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

Baird Financial Group’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
2021
Q3 		– Sell
-6,796
Closed -$470K – 1868
2021
Q2 		$470K Buy
6,796
+391
+6% +$28.7K ﹤0.01% 1416
2021
Q1 		$484K Buy
6,405
+85
+1% +$6.62K ﹤0.01% 1359
2020
Q4 		$475K Buy
+6,320
New +$419K ﹤0.01% 1239

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Baird Financial Group's ERTH Position: Q3 2021 in Review

Baird Financial Group sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2021, closing a stake of 6,796 shares — an estimated $470K sold.

Baird Financial Group first reported a position in ERTH in Q4 2020 and held it in 3 quarters. The position peaked at $484K in Q1 2021. 111 funds tracked by Wall St. Rank hold ERTH as of Q3 2021.

  • Baird Financial Group reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2021 after selling out during the quarter.
  • Baird Financial Group sold 6,796 Invesco MSCI Sustainable Future ETF shares in Q3 2021, an estimated $470K.
  • Baird Financial Group first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2020 and held it in 3 quarters.
  • Baird Financial Group's Invesco MSCI Sustainable Future ETF position peaked at $484K in Q1 2021.
  • 111 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2021.

Based on Baird Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.