DB Wealth Management Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

DB Wealth Management 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
2023 Q4	$61.4K	Hold	1,300	–	–	0.03%	145
2023 Q3	$57.6K	Hold	1,300	–	–	0.04%	152
2023 Q2	$63.7K	Hold	1,300	–	–	0.04%	137
2023 Q1	$63.8K	Hold	1,300	–	–	0.04%	135
2022 Q4	$62.1K	Hold	1,300	–	–	0.04%	138
2022 Q3	$63K	Hold	1,300	–	–	0.05%	133
2022 Q2	$70K	Hold	1,300	–	–	0.05%	130
2022 Q1	$80K	Hold	1,300	–	–	0.05%	133
2021 Q4	$87K	Hold	1,300	–	–	0.05%	126
2021 Q3	$82K	Hold	1,300	–	–	0.05%	126
2021 Q2	$90K	Hold	1,300	–	–	0.06%	122
2021 Q1	$98K	Hold	1,300	–	–	0.07%	112
2020 Q4	$98K	Buy	+1,300	New	+$86.1K	0.07%	111

Other funds holding ERTH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DB Wealth Management Group's ERTH Position: Q4 2023 in Review

DB Wealth Management Group held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q4 2023 at 1,300 shares worth $61.4K. The position accounts for 0.03% of the portfolio, ranked #145.

DB Wealth Management Group first reported a position in ERTH in Q4 2020 and has held it in 13 quarters since. The position peaked at $98K in Q1 2021. 99 funds tracked by Wall St. Rank hold ERTH as of Q4 2023.

DB Wealth Management Group held 1,300 shares of Invesco MSCI Sustainable Future ETF worth $61.4K as of Q4 2023.
DB Wealth Management Group left its Invesco MSCI Sustainable Future ETF share count unchanged in Q4 2023.
Invesco MSCI Sustainable Future ETF made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #145 holding.
DB Wealth Management Group first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Invesco MSCI Sustainable Future ETF position peaked at $98K in Q1 2021.
99 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.