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Custom Portfolio Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Custom Portfolio 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
2024
Q2 		$49.4K Hold
1,252
– – 0.04% 108
2024
Q1 		$52.9K Hold
1,252
– – 0.04% 103
2023
Q4 		$59.1K Buy
+1,252
New +$53.4K 0.05% 87

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Custom Portfolio Group's ERTH Position: Q2 2024 in Review

Custom Portfolio Group held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2024 at 1,252 shares worth $49.4K. The position accounts for 0.04% of the portfolio, ranked #108.

Custom Portfolio Group first reported a position in ERTH in Q4 2023 and has held it in 3 quarters since. The position peaked at $59.1K in Q4 2023. 91 funds tracked by Wall St. Rank hold ERTH as of Q2 2024.

  • Custom Portfolio Group held 1,252 shares of Invesco MSCI Sustainable Future ETF worth $49.4K as of Q2 2024.
  • Custom Portfolio Group left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2024.
  • Invesco MSCI Sustainable Future ETF made up 0.04% of Custom Portfolio Group's portfolio in Q2 2024, its #108 holding.
  • Custom Portfolio Group first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Invesco MSCI Sustainable Future ETF position peaked at $59.1K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.