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Belpointe Asset Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Belpointe Asset Management’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 		– Sell
-89
Closed -$4.37K – 1401
2023
Q1 		$4.37K Hold
89
– – ﹤0.01% 3066
2022
Q4 		$4.25K Buy
+89
New +$4.36K ﹤0.01% 2991

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Belpointe Asset Management's ERTH Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2023, closing a stake of 89 shares — an estimated $4.37K sold.

Belpointe Asset Management first reported a position in ERTH in Q4 2022 and held it in 2 quarters. The position peaked at $4.37K in Q1 2023. 93 funds tracked by Wall St. Rank hold ERTH as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 89 Invesco MSCI Sustainable Future ETF shares in Q2 2023, an estimated $4.37K.
  • Belpointe Asset Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Invesco MSCI Sustainable Future ETF position peaked at $4.37K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.