Brouwer & Janachowski’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Brouwer & Janachowski’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 Q3	$682K	Hold	10,774	–	–	0.12%	31
2021 Q2	$746K	Hold	10,774	–	–	0.13%	30
2021 Q1	$814K	Hold	10,774	–	–	0.15%	29
2020 Q4	$809K	Hold	10,774	–	–	0.14%	29
2020 Q3	$632K	Hold	10,774	–	–	0.12%	30
2020 Q2	$530K	Hold	10,774	–	–	0.1%	31
2020 Q1	$406K	Hold	10,774	–	–	0.08%	32
2019 Q4	$538K	Hold	10,774	–	–	0.09%	31
2019 Q3	$481K	Hold	10,774	–	–	0.08%	32
2019 Q2	$491K	Hold	10,774	–	–	0.08%	33
2019 Q1	$454K	Hold	10,774	–	–	0.08%	35
2018 Q4	$396K	Hold	10,774	–	–	0.07%	35
2018 Q3	$469K	Hold	10,774	–	–	0.08%	34
2018 Q2	$454K	Buy	+10,774	New	+$467K	0.09%	33

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

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

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

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

MIFH

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

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

Brouwer & Janachowski's ERTH Position: Q3 2021 in Review

Brouwer & Janachowski held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q3 2021 at 10,774 shares worth $682K. The position accounts for 0.12% of the portfolio, ranked #31.

Brouwer & Janachowski first reported a position in ERTH in Q2 2018 and has held it in 14 quarters since. The position peaked at $814K in Q1 2021. 111 funds tracked by Wall St. Rank hold ERTH as of Q3 2021.

Brouwer & Janachowski held 10,774 shares of Invesco MSCI Sustainable Future ETF worth $682K as of Q3 2021.
Brouwer & Janachowski left its Invesco MSCI Sustainable Future ETF share count unchanged in Q3 2021.
Invesco MSCI Sustainable Future ETF made up 0.12% of Brouwer & Janachowski's portfolio in Q3 2021, its #31 holding.
Brouwer & Janachowski first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2018 and has held it in 14 quarters since.
Brouwer & Janachowski's Invesco MSCI Sustainable Future ETF position peaked at $814K in Q1 2021.
111 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.