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Banque Transatlantique’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Banque Transatlantique’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
2026
Q2 		$112K Buy
+2,360
New +$116K ﹤0.01% 318
2025
Q3 		– Sell
-3,385
Closed -$144K – 263
2025
Q2 		$144K Sell
3,385
-1,060
-24% -$43.1K ﹤0.01% 122
2025
Q1 		$173K Buy
+4,445
New +$179K 0.01% 118

Other funds holding ERTH

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Banque Transatlantique's ERTH Position: Q2 2026 in Review

Banque Transatlantique opened a new position in Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2026: 2,360 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #318 among its holdings. This is a return to the name: Banque Transatlantique previously reported a position in ERTH as recently as Q2 2025.

Banque Transatlantique first reported a position in ERTH in Q1 2025 and has held it in 3 quarters since. The position peaked at $173K in Q1 2025. 26 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • Banque Transatlantique held 2,360 shares of Invesco MSCI Sustainable Future ETF worth $112K as of Q2 2026.
  • Invesco MSCI Sustainable Future ETF was a new Banque Transatlantique position in Q2 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Banque Transatlantique's portfolio in Q2 2026, its #318 holding.
  • Banque Transatlantique first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2025 and has held it in 3 quarters since.
  • Banque Transatlantique's Invesco MSCI Sustainable Future ETF position peaked at $173K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Banque Transatlantique's 13F filing for Q2 2026, filed 30 Jul 2026.