Commonwealth Equity Services
ERTH icon

Commonwealth Equity Services’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Commonwealth Equity Services’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 		$367K Sell
7,752
-664
-8% -$32.7K ﹤0.01% 3589
2026
Q1 		$399K Buy
8,416
+913
+12% +$43.8K ﹤0.01% 3407
2025
Q4 		$354K Sell
7,503
-70
-0.9% -$3.33K ﹤0.01% 3509
2025
Q3 		$361K Sell
7,573
-3,661
-33% -$164K ﹤0.01% 3476
2025
Q2 		$477K Sell
11,234
-4,818
-30% -$196K ﹤0.01% 3169
2025
Q1 		$624K Buy
16,052
+3,039
+23% +$123K ﹤0.01% 2854
2024
Q4 		$526K Sell
13,013
-2,914
-18% -$123K ﹤0.01% 2913
2024
Q3 		$719K Sell
15,927
-3,264
-17% -$137K ﹤0.01% 2594
2024
Q2 		$757K Sell
19,191
-1,900
-9% -$78.3K ﹤0.01% 2491
2024
Q1 		$891K Sell
21,091
-6,715
-24% -$284K ﹤0.01% 2339
2023
Q4 		$1.31M Sell
27,806
-1,600
-5% -$68.3K ﹤0.01% 1984
2023
Q3 		$1.3M Buy
29,406
+6
+0% +$292 ﹤0.01% 1892
2023
Q2 		$1.44M Buy
29,400
+25
+0.1% +$1.19K ﹤0.01% 1846
2023
Q1 		$1.44K Sell
29,375
-479
-2% -$23.9K ﹤0.01% 1781
2022
Q4 		$1.43M Sell
29,854
-816
-3% -$39.9K ﹤0.01% 1720
2022
Q3 		$1.49M Buy
30,670
+2,157
+8% +$120K ﹤0.01% 1620
2022
Q2 		$1.53M Buy
28,513
+390
+1% +$21.7K ﹤0.01% 1592
2022
Q1 		$1.73M Sell
28,123
-206
-0.7% -$12.4K ﹤0.01% 1601
2021
Q4 		$1.89M Buy
28,329
+1,266
+5% +$86.2K ﹤0.01% 1532
2021
Q3 		$1.71M Buy
27,063
+1,270
+5% +$84.1K ﹤0.01% 1531
2021
Q2 		$1.78M Buy
25,793
+2,211
+9% +$162K ﹤0.01% 1500
2021
Q1 		$1.78M Buy
23,582
+4,319
+22% +$336K 0.01% 1409
2020
Q4 		$1.45M Buy
19,263
+1,191
+7% +$78.9K ﹤0.01% 1420
2020
Q3 		$1.06M Sell
18,072
-236
-1% -$13.1K ﹤0.01% 1462
2020
Q2 		$900K Sell
18,308
-1,003
-5% -$44.3K ﹤0.01% 1486
2020
Q1 		$726K Buy
19,311
+562
+3% +$26.3K ﹤0.01% 1450
2019
Q4 		$936K Buy
18,749
+781
+4% +$36.6K ﹤0.01% 1469
2019
Q3 		$801K Buy
17,968
+227
+1% +$10K ﹤0.01% 1500
2019
Q2 		$808K Buy
17,741
+1,514
+9% +$66.6K ﹤0.01% 1488
2019
Q1 		$683K Buy
16,227
+537
+3% +$21.9K ﹤0.01% 1540
2018
Q4 		$577K Buy
15,690
+185
+1% +$7.25K ﹤0.01% 1543
2018
Q3 		$675K Sell
15,505
-10,795
-41% -$467K ﹤0.01% 1577
2018
Q2 		$1.11M Buy
26,300
+465
+2% +$20.2K 0.01% 1229
2018
Q1 		$1.11M Buy
25,835
+176
+0.7% +$7.69K 0.01% 1194
2017
Q4 		$1.08M Sell
25,659
-1,078
-4% -$45.3K 0.01% 1181
2017
Q3 		$1.1M Buy
26,737
+10,965
+70% +$434K 0.01% 1133
2017
Q2 		$608K Buy
15,772
+3,939
+33% +$148K ﹤0.01% 1437
2017
Q1 		$421K Buy
11,833
+893
+8% +$30.7K ﹤0.01% 1615
2016
Q4 		$358K Sell
10,940
-721
-6% -$23.3K ﹤0.01% 1641
2016
Q3 		$386K Sell
11,661
-555
-5% -$17.7K ﹤0.01% 1541
2016
Q2 		$362K Buy
12,216
+1,392
+13% +$42K ﹤0.01% 1551
2016
Q1 		$326K Sell
10,824
-330
-3% -$9.16K ﹤0.01% 1580
2015
Q4 		$328K Buy
11,154
+259
+2% +$7.5K ﹤0.01% 1543
2015
Q3 		$288K Sell
10,895
-952
-8% -$27.4K ﹤0.01% 1576
2015
Q2 		$361K Buy
11,847
+691
+6% +$21.5K ﹤0.01% 1529
2015
Q1 		$335K Buy
11,156
+490
+5% +$14.4K ﹤0.01% 1565
2014
Q4 		$309K Sell
10,666
-101
-0.9% -$2.9K ﹤0.01% 1554
2014
Q3 		$316K Buy
10,767
+557
+5% +$17.4K ﹤0.01% 1512
2014
Q2 		$336K Buy
10,210
+453
+5% +$14.6K ﹤0.01% 1469
2014
Q1 		$318K Sell
9,757
-187
-2% -$5.98K ﹤0.01% 1426
2013
Q4 		$316K Buy
+9,944
New +$299K ﹤0.01% 1409

Other funds holding ERTH

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Commonwealth Equity Services's ERTH Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 7.9% in Q2 2026, selling an estimated $32.7K and leaving 7,752 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #3589.

Commonwealth Equity Services first reported a position in ERTH in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.89M in Q4 2021. 26 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • Commonwealth Equity Services held 7,752 shares of Invesco MSCI Sustainable Future ETF worth $367K as of Q2 2026.
  • Commonwealth Equity Services sold 664 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $32.7K.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3589 holding.
  • Commonwealth Equity Services first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2013 and has held it in 51 quarters since.
  • Commonwealth Equity Services's Invesco MSCI Sustainable Future ETF position peaked at $1.89M in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.