DBT
ERTH icon

Dubuque Bank & Trust’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Dubuque Bank & Trust’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
2019
Q2 		– Sell
-167
Closed -$7K – 306
2019
Q1 		$7K Hold
167
– – ﹤0.01% 524
2018
Q4 		$6K Hold
167
– – ﹤0.01% 486
2018
Q3 		$7K Buy
+167
New +$7.23K ﹤0.01% 466

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dubuque Bank & Trust's ERTH Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2019, closing a stake of 167 shares — an estimated $7K sold.

Dubuque Bank & Trust first reported a position in ERTH in Q3 2018 and held it in 3 quarters. The position peaked at $7K in Q1 2019. 58 funds tracked by Wall St. Rank hold ERTH as of Q2 2019.

  • Dubuque Bank & Trust reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2019 after selling out during the quarter.
  • Dubuque Bank & Trust sold 167 Invesco MSCI Sustainable Future ETF shares in Q2 2019, an estimated $7K.
  • Dubuque Bank & Trust first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2018 and held it in 3 quarters.
  • Dubuque Bank & Trust's Invesco MSCI Sustainable Future ETF position peaked at $7K in Q1 2019.
  • 58 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.