CIBC Private Wealth Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

CIBC Private Wealth 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
2025 Q4	–	Sell	-300	Closed	-$14.3K	–	3438
2025 Q3	$14.3K	Buy	+300	New	+$13.5K	﹤0.01%	2266

Other funds holding ERTH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

CIBC Private Wealth Group's ERTH Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2025, closing a stake of 300 shares — an estimated $14.3K sold.

CIBC Private Wealth Group first reported a position in ERTH in Q3 2025 and held it in 1 quarter. The position peaked at $14.3K in Q3 2025. 85 funds tracked by Wall St. Rank hold ERTH as of Q4 2025.

CIBC Private Wealth Group reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 300 Invesco MSCI Sustainable Future ETF shares in Q4 2025, an estimated $14.3K.
CIBC Private Wealth Group first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2025 and held it in 1 quarter.
CIBC Private Wealth Group's Invesco MSCI Sustainable Future ETF position peaked at $14.3K in Q3 2025.
85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.