Fidelity Investments
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Fidelity Investments’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Fidelity Investments’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
2026
Q2 		$79.1K Buy
1,671
+169
+11% +$8.32K ﹤0.01% 4088
2026
Q1 		$71.2K Buy
1,502
+79
+6% +$3.79K ﹤0.01% 3954
2025
Q4 		$67.1K Sell
1,423
-28
-2% -$1.33K ﹤0.01% 3954
2025
Q3 		$69.1K Buy
1,451
+27
+2% +$1.21K ﹤0.01% 3823
2025
Q2 		$60.5K Sell
1,424
-153
-10% -$6.22K ﹤0.01% 3801
2025
Q1 		$61.3K Buy
1,577
+116
+8% +$4.68K ﹤0.01% 3769
2024
Q4 		$59.1K Sell
1,461
-53
-4% -$2.24K ﹤0.01% 3770
2024
Q3 		$68.3K Buy
1,514
+391
+35% +$16.4K ﹤0.01% 3651
2024
Q2 		$44.3K Sell
1,123
-46
-4% -$1.9K ﹤0.01% 3677
2024
Q1 		$49.4K Sell
1,169
-393
-25% -$16.6K ﹤0.01% 3589
2023
Q4 		$73.8K Buy
1,562
+178
+13% +$7.59K ﹤0.01% 3344
2023
Q3 		$61.3K Buy
1,384
+261
+23% +$12.7K ﹤0.01% 3284
2023
Q2 		$55K Buy
1,123
+5
+0.4% +$237 ﹤0.01% 3391
2023
Q1 		$54.9K Buy
1,118
+195
+21% +$9.71K ﹤0.01% 3414
2022
Q4 		$44.1K Sell
923
-17
-2% -$832 ﹤0.01% 3482
2022
Q3 		$46K Sell
940
-200
-18% -$11.1K ﹤0.01% 3518
2022
Q2 		$61K Buy
+1,140
New +$63.5K ﹤0.01% 3493
2022
Q1 		– Sell
-1
Closed – – 5099
2021
Q4 		$0 Hold
1
– – ﹤0.01% 4499
2021
Q3 		$0 Sell
1
-99
-99% -$6.55K ﹤0.01% 4524
2021
Q2 		$7K Buy
+100
New +$7.33K ﹤0.01% 3627
2019
Q1 		– Sell
-2
Closed – – 3739
2018
Q4 		$0 Buy
+2
New +$78 ﹤0.01% 3651

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Fidelity Investments's ERTH Position: Q2 2026 in Review

Fidelity Investments increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 11% in Q2 2026, buying an estimated $8.32K and bringing the position to 1,671 shares worth $79.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4088.

Fidelity Investments first reported a position in ERTH in Q4 2018 and has held it in 21 quarters since. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • Fidelity Investments held 1,671 shares of Invesco MSCI Sustainable Future ETF worth $79.1K as of Q2 2026.
  • Fidelity Investments bought 169 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $8.32K.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4088 holding.
  • Fidelity Investments first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2018 and has held it in 21 quarters since.
  • 80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.