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Blume Capital Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Blume Capital 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
-201
Closed -$9.87K – 323
2023
Q1 		$9.87K Buy
+201
New +$10K ﹤0.01% 246

Other funds holding ERTH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Blume Capital Management's ERTH Position: Q2 2023 in Review

Blume Capital Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2023, closing a stake of 201 shares — an estimated $9.87K sold.

Blume Capital Management first reported a position in ERTH in Q1 2023 and held it in 1 quarter. The position peaked at $9.87K in Q1 2023. 93 funds tracked by Wall St. Rank hold ERTH as of Q2 2023.

  • Blume Capital Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2023 after selling out during the quarter.
  • Blume Capital Management sold 201 Invesco MSCI Sustainable Future ETF shares in Q2 2023, an estimated $9.87K.
  • Blume Capital Management first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2023 and held it in 1 quarter.
  • Blume Capital Management's Invesco MSCI Sustainable Future ETF position peaked at $9.87K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2023.

Based on Blume Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.