Coston McIsaac & Partners’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Coston McIsaac & 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	$6K	Hold	130	–	–	﹤0.01%	654
2026 Q1	$6K	Hold	130	–	–	﹤0.01%	656
2025 Q4	$6K	Hold	130	–	–	﹤0.01%	636
2025 Q3	$6K	Hold	130	–	–	﹤0.01%	612
2025 Q2	$5K	Hold	130	–	–	﹤0.01%	606
2025 Q1	$5K	Buy	+130	New	+$5.24K	﹤0.01%	588

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

Coston McIsaac & Partners's ERTH Position: Q2 2026 in Review

Coston McIsaac & Partners held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 130 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Coston McIsaac & Partners first reported a position in ERTH in Q1 2025 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Coston McIsaac & Partners held 130 shares of Invesco MSCI Sustainable Future ETF worth $6K as of Q2 2026.
Coston McIsaac & Partners left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #654 holding.
Coston McIsaac & Partners first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2025 and has held it in 6 quarters since.
80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.