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Crestwood Advisors Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Crestwood Advisors 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
2022
Q1 		– Sell
-4,560
Closed -$304K – 299
2021
Q4 		$304K Sell
4,560
-2,264
-33% -$154K 0.01% 253
2021
Q3 		$432K Buy
6,824
+859
+14% +$56.9K 0.01% 203
2021
Q2 		$413K Buy
+5,965
New +$438K 0.01% 202
2021
Q1 		– Sell
-3,534
Closed -$266K – 266
2020
Q4 		$266K Buy
+3,534
New +$234K 0.01% 229

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Crestwood Advisors Group's ERTH Position: Q1 2022 in Review

Crestwood Advisors Group sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2022, closing a stake of 4,560 shares — an estimated $304K sold.

Crestwood Advisors Group first reported a position in ERTH in Q4 2020 and held it in 4 quarters. The position peaked at $432K in Q3 2021. 111 funds tracked by Wall St. Rank hold ERTH as of Q1 2022.

  • Crestwood Advisors Group reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2022 after selling out during the quarter.
  • Crestwood Advisors Group sold 4,560 Invesco MSCI Sustainable Future ETF shares in Q1 2022, an estimated $304K.
  • Crestwood Advisors Group first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2020 and held it in 4 quarters.
  • Crestwood Advisors Group's Invesco MSCI Sustainable Future ETF position peaked at $432K in Q3 2021.
  • 111 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2022.

Based on Crestwood Advisors Group's 13F filing for Q1 2022, filed 12 Apr 2022.