BDO Wealth Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

BDO Wealth Advisors’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 Q2	$22.9K	Buy	468 +3	+0.6%	+$142	﹤0.01%	559
2023 Q1	$22.8K	Hold	465	–	–	﹤0.01%	567
2022 Q4	$22.2K	Buy	465 +1	+0.2%	+$49	﹤0.01%	558
2022 Q3	$23K	Buy	464 +1	+0.2%	+$56	﹤0.01%	542
2022 Q2	$25K	Buy	463 +3	+0.7%	+$167	﹤0.01%	523
2022 Q1	$28K	Hold	460	–	–	﹤0.01%	539
2021 Q4	$31K	Hold	460	–	–	﹤0.01%	538
2021 Q3	$29K	Buy	460 +1	+0.2%	+$66	﹤0.01%	534
2021 Q2	$32K	Buy	459 +58	+14%	+$4.25K	﹤0.01%	537
2021 Q1	$30K	Buy	401 +1	+0.3%	+$78	﹤0.01%	538
2020 Q4	$30K	Buy	+400	New	+$26.5K	﹤0.01%	408
2019 Q2	–	Sell	-75	Closed	-$3K	–	632
2019 Q1	$3K	Hold	75	–	–	﹤0.01%	535
2018 Q4	$3K	Hold	75	–	–	﹤0.01%	472
2018 Q3	$3K	Hold	75	–	–	﹤0.01%	529
2018 Q2	$3K	Hold	75	–	–	﹤0.01%	542
2018 Q1	$3K	Buy	+75	New	+$3.27K	﹤0.01%	468
2017 Q3	–	Sell	-75	Closed	-$3K	–	472
2017 Q2	$3K	Buy	+75	New	+$2.82K	﹤0.01%	465

Other funds holding ERTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

BDO Wealth Advisors's ERTH Position: Q2 2023 in Review

BDO Wealth Advisors increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 0.65% in Q2 2023, buying an estimated $142 and bringing the position to 468 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

BDO Wealth Advisors first reported a position in ERTH in Q2 2017 and has held it in 17 quarters since. The position peaked at $32K in Q2 2021. 93 funds tracked by Wall St. Rank hold ERTH as of Q2 2023.

BDO Wealth Advisors held 468 shares of Invesco MSCI Sustainable Future ETF worth $22.9K as of Q2 2023.
BDO Wealth Advisors bought 3 Invesco MSCI Sustainable Future ETF shares in Q2 2023, an estimated $142.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #559 holding.
BDO Wealth Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2017 and has held it in 17 quarters since.
BDO Wealth Advisors's Invesco MSCI Sustainable Future ETF position peaked at $32K in Q2 2021.
93 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.