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Eaton Vance Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Eaton Vance Management’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
-385
Closed -$26K – 2070
2021
Q4 		$26K Buy
385
+100
+35% +$6.81K ﹤0.01% 2324
2021
Q3 		$18K Hold
285
– – ﹤0.01% 1655
2021
Q2 		$20K Hold
285
– – ﹤0.01% 2419
2021
Q1 		$22K Buy
+285
New +$22.2K ﹤0.01% 2033

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

Eaton Vance Management's ERTH Position: Q1 2022 in Review

Eaton Vance Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2022, closing a stake of 385 shares — an estimated $26K sold.

Eaton Vance Management first reported a position in ERTH in Q1 2021 and held it in 4 quarters. The position peaked at $26K in Q4 2021. 111 funds tracked by Wall St. Rank hold ERTH as of Q1 2022.

  • Eaton Vance Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 385 Invesco MSCI Sustainable Future ETF shares in Q1 2022, an estimated $26K.
  • Eaton Vance Management first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's Invesco MSCI Sustainable Future ETF position peaked at $26K in Q4 2021.
  • 111 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.