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

Evoke Wealth’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 Q4	–	Sell	-15	Closed	-$1K	–	624
2022 Q3	$1K	Buy	+15	New	+$835	﹤0.01%	1106

Other funds holding ERTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

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

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

Evoke Wealth's ERTH Position: Q4 2022 in Review

Evoke Wealth sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2022, closing a stake of 15 shares — an estimated $1K sold.

Evoke Wealth first reported a position in ERTH in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 98 funds tracked by Wall St. Rank hold ERTH as of Q4 2022.

Evoke Wealth reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 15 Invesco MSCI Sustainable Future ETF shares in Q4 2022, an estimated $1K.
Evoke Wealth first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2022 and held it in 1 quarter.
Evoke Wealth's Invesco MSCI Sustainable Future ETF position peaked at $1K in Q3 2022.
98 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.