Fiduciary Trust’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Fiduciary Trust’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 Q3	–	Sell	-7,093	Closed	-$491K	–	652
2021 Q2	$491K	Sell	7,093 -2,743	-28%	-$201K	0.01%	472
2021 Q1	$743K	Buy	+9,836	New	+$765K	0.02%	385

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Fiduciary Trust's ERTH Position: Q3 2021 in Review

Fiduciary Trust sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2021, closing a stake of 7,093 shares — an estimated $491K sold.

Fiduciary Trust first reported a position in ERTH in Q1 2021 and held it in 2 quarters. The position peaked at $743K in Q1 2021. 111 funds tracked by Wall St. Rank hold ERTH as of Q3 2021.

Fiduciary Trust reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2021 after selling out during the quarter.
Fiduciary Trust sold 7,093 Invesco MSCI Sustainable Future ETF shares in Q3 2021, an estimated $491K.
Fiduciary Trust first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2021 and held it in 2 quarters.
Fiduciary Trust's Invesco MSCI Sustainable Future ETF position peaked at $743K in Q1 2021.
111 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2021.

Based on Fiduciary Trust's 13F filing for Q3 2021, filed 12 Nov 2021.