Creative Financial Designs’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Creative Financial Designs’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
2024 Q3	–	Sell	-190	Closed	-$7.5K	–	1698
2024 Q2	$7.5K	Buy	190 +1	+0.5%	+$41	﹤0.01%	1232
2024 Q1	$8.01K	Hold	189	–	–	﹤0.01%	1206
2023 Q4	$8.94K	Sell	189 -31	-14%	-$1.32K	﹤0.01%	1123
2023 Q3	$9.75K	Sell	220 -182	-45%	-$8.85K	﹤0.01%	1038
2023 Q2	$19.7K	Buy	402 +251	+166%	+$11.9K	﹤0.01%	849
2023 Q1	$7.41K	Hold	151	–	–	﹤0.01%	1029
2022 Q4	$7.2K	Hold	151	–	–	﹤0.01%	962
2022 Q3	$7K	Buy	151 +1	+0.7%	+$56	﹤0.01%	959
2022 Q2	$8K	Buy	150 +1	+0.7%	+$56	﹤0.01%	904
2022 Q1	$9K	Sell	149 -60	-29%	-$3.62K	﹤0.01%	921
2021 Q4	$14K	Hold	209	–	–	﹤0.01%	833
2021 Q3	$13K	Buy	+209	New	+$13.8K	﹤0.01%	955

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Creative Financial Designs's ERTH Position: Q3 2024 in Review

Creative Financial Designs sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2024, closing a stake of 190 shares — an estimated $7.5K sold.

Creative Financial Designs first reported a position in ERTH in Q3 2021 and held it in 12 quarters. The position peaked at $19.7K in Q2 2023. 87 funds tracked by Wall St. Rank hold ERTH as of Q3 2024.

Creative Financial Designs reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2024 after selling out during the quarter.
Creative Financial Designs sold 190 Invesco MSCI Sustainable Future ETF shares in Q3 2024, an estimated $7.5K.
Creative Financial Designs first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2021 and held it in 12 quarters.
Creative Financial Designs's Invesco MSCI Sustainable Future ETF position peaked at $19.7K in Q2 2023.
87 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2024.

Based on Creative Financial Designs's 13F filing for Q3 2024, filed 28 Oct 2024.