Clean Yield Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Clean Yield 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
2021 Q1	–	Sell	-100	Closed	-$8K	–	218
2020 Q4	$8K	Buy	+100	New	+$6.62K	﹤0.01%	360
2017 Q2	–	Sell	-116	Closed	-$4K	–	181
2017 Q1	$4K	Buy	+116	New	+$3.98K	﹤0.01%	288
2016 Q4	–	Sell	-116	Closed	-$4K	–	179
2016 Q3	$4K	Hold	116	–	–	﹤0.01%	304
2016 Q2	$3K	Hold	116	–	–	﹤0.01%	282
2016 Q1	$3K	Buy	+116	New	+$3.22K	﹤0.01%	277

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clean Yield Group's ERTH Position: Q1 2021 in Review

Clean Yield Group sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2021, closing a stake of 100 shares — an estimated $8K sold.

Clean Yield Group first reported a position in ERTH in Q1 2016 and held it in 5 quarters. The position peaked at $8K in Q4 2020. 105 funds tracked by Wall St. Rank hold ERTH as of Q1 2021.

Clean Yield Group reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2021 after selling out during the quarter.
Clean Yield Group sold 100 Invesco MSCI Sustainable Future ETF shares in Q1 2021, an estimated $8K.
Clean Yield Group first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2016 and held it in 5 quarters.
Clean Yield Group's Invesco MSCI Sustainable Future ETF position peaked at $8K in Q4 2020.
105 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2021.

Based on Clean Yield Group's 13F filing for Q1 2021, filed 26 Apr 2021.