Carolina Wealth Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Carolina Wealth Advisors’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 Q4	–	Sell	-214	Closed	-$14K	–	277
2021 Q3	$14K	Hold	214	–	–	0.01%	170
2021 Q2	$15K	Buy	+214	New	+$15.7K	0.01%	177
2021 Q1	–	Sell	-214	Closed	-$16K	–	314
2020 Q4	$16K	Hold	214	–	–	0.01%	127
2020 Q3	$13K	Sell	214 -30	-12%	-$1.66K	0.01%	123
2020 Q2	$12K	Hold	244	–	–	0.01%	107
2020 Q1	$9K	Sell	244 -17	-7%	-$795	0.01%	111
2019 Q4	$13K	Buy	+261	New	+$12.2K	0.01%	121

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

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

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

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

Carolina Wealth Advisors's ERTH Position: Q4 2021 in Review

Carolina Wealth Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2021, closing a stake of 214 shares — an estimated $14K sold.

Carolina Wealth Advisors first reported a position in ERTH in Q4 2019 and held it in 7 quarters. The position peaked at $16K in Q4 2020. 116 funds tracked by Wall St. Rank hold ERTH as of Q4 2021.

Carolina Wealth Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2021 after selling out during the quarter.
Carolina Wealth Advisors sold 214 Invesco MSCI Sustainable Future ETF shares in Q4 2021, an estimated $14K.
Carolina Wealth Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2019 and held it in 7 quarters.
Carolina Wealth Advisors's Invesco MSCI Sustainable Future ETF position peaked at $16K in Q4 2020.
116 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2021.

Based on Carolina Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.