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

Bedel Financial Consulting’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
2022 Q2	–	Sell	-149	Closed	-$9K	–	398
2022 Q1	$9K	Hold	149	–	–	﹤0.01%	685
2021 Q4	$10K	Hold	149	–	–	﹤0.01%	681
2021 Q3	$9K	Hold	149	–	–	﹤0.01%	685
2021 Q2	$10K	Hold	149	–	–	﹤0.01%	668
2021 Q1	$11K	Hold	149	–	–	﹤0.01%	625
2020 Q4	$11K	Sell	149 -16	-10%	-$1.06K	﹤0.01%	537
2020 Q3	$10K	Sell	165 -10	-6%	-$555	0.01%	517
2020 Q2	$9K	Hold	175	–	–	﹤0.01%	503
2020 Q1	$7K	Hold	175	–	–	﹤0.01%	525
2019 Q4	$9K	Hold	175	–	–	0.01%	523
2019 Q3	$8K	Hold	175	–	–	﹤0.01%	512
2019 Q2	$8K	Hold	175	–	–	﹤0.01%	519
2019 Q1	$7K	Hold	175	–	–	﹤0.01%	532
2018 Q4	$6K	Hold	175	–	–	﹤0.01%	517
2018 Q3	$7K	Hold	175	–	–	﹤0.01%	522
2018 Q2	$7K	Hold	175	–	–	0.01%	514
2018 Q1	$8K	Buy	+175	New	+$7.64K	0.01%	496

Other funds holding ERTH

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

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

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

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

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

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

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

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

AWM

Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

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

Bedel Financial Consulting's ERTH Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2022, closing a stake of 149 shares — an estimated $9K sold.

Bedel Financial Consulting first reported a position in ERTH in Q1 2018 and held it in 17 quarters. The position peaked at $11K in Q1 2021. 105 funds tracked by Wall St. Rank hold ERTH as of Q2 2022.

Bedel Financial Consulting reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 149 Invesco MSCI Sustainable Future ETF shares in Q2 2022, an estimated $9K.
Bedel Financial Consulting first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Invesco MSCI Sustainable Future ETF position peaked at $11K in Q1 2021.
105 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.