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Equitable Holdings’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Equitable Holdings’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
2021
Q2 		– Sell
-2,989
Closed -$225K – 816
2021
Q1 		$225K Buy
+2,989
New +$233K ﹤0.01% 692

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
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Equitable Holdings's ERTH Position: Q2 2021 in Review

Equitable Holdings sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2021, closing a stake of 2,989 shares — an estimated $225K sold.

Equitable Holdings first reported a position in ERTH in Q1 2021 and held it in 1 quarter. The position peaked at $225K in Q1 2021. 110 funds tracked by Wall St. Rank hold ERTH as of Q2 2021.

  • Equitable Holdings reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2021 after selling out during the quarter.
  • Equitable Holdings sold 2,989 Invesco MSCI Sustainable Future ETF shares in Q2 2021, an estimated $225K.
  • Equitable Holdings first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2021 and held it in 1 quarter.
  • Equitable Holdings's Invesco MSCI Sustainable Future ETF position peaked at $225K in Q1 2021.
  • 110 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2021.

Based on Equitable Holdings's 13F filing for Q2 2021, filed 11 Aug 2021.