Banque Transatlantique
ERTH icon

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
Q3 		– Sell
-2,360
Closed -$112K – 509
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Banque Transatlantique's ERTH Position: Q3 2026 in Review

Banque Transatlantique sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2026, closing a stake of 2,360 shares — an estimated $112K sold.

Banque Transatlantique first reported a position in ERTH in Q1 2025 and held it in 3 quarters. The position peaked at $173K in Q1 2025. 37 funds tracked by Wall St. Rank hold ERTH as of Q3 2026.

  • Banque Transatlantique reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2026 after selling out during the quarter.
  • Banque Transatlantique sold 2,360 Invesco MSCI Sustainable Future ETF shares in Q3 2026, an estimated $112K.
  • Banque Transatlantique first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2025 and held it in 3 quarters.
  • Banque Transatlantique's Invesco MSCI Sustainable Future ETF position peaked at $173K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2026.

Based on Banque Transatlantique's 13F filing for Q3 2026, filed 10 Nov 2026.