Bessemer Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Bessemer Group’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
2021 Q2	–	Sell	-700	Closed	-$53K	–	1590
2021 Q1	$53K	Buy	+700	New	+$54.5K	﹤0.01%	996
2016 Q3	–	Sell	-7,665	Closed	-$227K	–	1818
2016 Q2	$227K	Hold	7,665	–	–	﹤0.01%	646
2016 Q1	$231K	Buy	+7,665	New	+$213K	﹤0.01%	657

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bessemer Group's ERTH Position: Q2 2021 in Review

Bessemer Group sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2021, closing a stake of 700 shares — an estimated $53K sold.

Bessemer Group first reported a position in ERTH in Q1 2016 and held it in 3 quarters. The position peaked at $231K in Q1 2016. 110 funds tracked by Wall St. Rank hold ERTH as of Q2 2021.

Bessemer Group reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2021 after selling out during the quarter.
Bessemer Group sold 700 Invesco MSCI Sustainable Future ETF shares in Q2 2021, an estimated $53K.
Bessemer Group first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2016 and held it in 3 quarters.
Bessemer Group's Invesco MSCI Sustainable Future ETF position peaked at $231K in Q1 2016.
110 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2021.

Based on Bessemer Group's 13F filing for Q2 2021, filed 6 Aug 2021.