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

Executive Wealth 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
2019
Q3 		– Sell
-30
Closed -$1K – 336
2019
Q2 		$1K Buy
30
+5
+20% +$220 ﹤0.01% 845
2019
Q1 		$1K Hold
25
– – ﹤0.01% 779
2018
Q4 		$1K Buy
+25
New +$980 ﹤0.01% 816

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Executive Wealth Management's ERTH Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2019, closing a stake of 30 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in ERTH in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 61 funds tracked by Wall St. Rank hold ERTH as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 30 Invesco MSCI Sustainable Future ETF shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $1K in Q2 2019.
  • 61 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.