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EverSource Wealth Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

EverSource Wealth Advisors’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
Q2 		– Sell
-303
Closed -$19K – 1762
2022
Q1 		$19K Sell
303
-87
-22% -$5.25K ﹤0.01% 716
2021
Q4 		$26K Buy
+390
New +$26.6K 0.01% 582

Other funds holding ERTH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EverSource Wealth Advisors's ERTH Position: Q2 2022 in Review

EverSource Wealth Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2022, closing a stake of 303 shares — an estimated $19K sold.

EverSource Wealth Advisors first reported a position in ERTH in Q4 2021 and held it in 2 quarters. The position peaked at $26K in Q4 2021. 105 funds tracked by Wall St. Rank hold ERTH as of Q2 2022.

  • EverSource Wealth Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 303 Invesco MSCI Sustainable Future ETF shares in Q2 2022, an estimated $19K.
  • EverSource Wealth Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2021 and held it in 2 quarters.
  • EverSource Wealth Advisors's Invesco MSCI Sustainable Future ETF position peaked at $26K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2022.

Based on EverSource Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.