Cerity Partners’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Cerity Partners’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
2026 Q2	$391K	Buy	8,272 +2	+0%	+$98	﹤0.01%	2598
2026 Q1	$392K	Hold	8,270	–	–	﹤0.01%	2428
2025 Q4	$390K	Sell	8,270 -51	-0.6%	-$2.42K	﹤0.01%	2255
2025 Q3	$397K	Sell	8,321 -50,575	-86%	-$2.27M	﹤0.01%	2115
2025 Q2	$1.53M	Buy	58,896 +50,577	+608%	+$2.06M	﹤0.01%	1337
2025 Q1	$323K	Buy	8,319 +1	+0%	+$40	﹤0.01%	1990
2024 Q4	$336K	Sell	8,318 -68	-0.8%	-$2.88K	﹤0.01%	1975
2024 Q3	$378K	Sell	8,386 -3,390	-29%	-$142K	﹤0.01%	1930
2024 Q2	$465K	Buy	11,776 +172	+1%	+$7.09K	﹤0.01%	1573
2024 Q1	$490K	Hold	11,604	–	–	﹤0.01%	1605
2023 Q4	$548K	Buy	+11,604	New	+$495K	﹤0.01%	1236
2023 Q3	–	Sell	-11,195	Closed	-$549K	–	1485
2023 Q2	$549K	Hold	11,195	–	–	﹤0.01%	1141
2023 Q1	$550K	Hold	11,195	–	–	﹤0.01%	1255
2022 Q4	$535K	Buy	+11,195	New	+$548K	﹤0.01%	917
2022 Q3	–	Sell	-11,195	Closed	-$601K	–	1197
2022 Q2	$601K	Hold	11,195	–	–	0.01%	687
2022 Q1	$688K	Hold	11,195	–	–	0.01%	520
2021 Q4	$747K	Buy	+11,195	New	+$762K	0.01%	494

Other funds holding ERTH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Cerity Partners's ERTH Position: Q2 2026 in Review

Cerity Partners increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 0.02% in Q2 2026, buying an estimated $98 and bringing the position to 8,272 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

Cerity Partners first reported a position in ERTH in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.53M in Q2 2025. 79 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Cerity Partners held 8,272 shares of Invesco MSCI Sustainable Future ETF worth $391K as of Q2 2026.
Cerity Partners bought 2 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $98.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2598 holding.
Cerity Partners first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2021 and has held it in 17 quarters since.
Cerity Partners's Invesco MSCI Sustainable Future ETF position peaked at $1.53M in Q2 2025.
79 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.