FourThought Financial’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

FourThought Financial’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 Q3	$16K	Hold	330	–	–	﹤0.01%	916
2022 Q2	$18K	Hold	330	–	–	﹤0.01%	892
2022 Q1	$20K	Hold	330	–	–	﹤0.01%	896
2021 Q4	$22K	Hold	330	–	–	﹤0.01%	903
2021 Q3	$20K	Hold	330	–	–	﹤0.01%	948
2021 Q2	$22K	Hold	330	–	–	﹤0.01%	921
2021 Q1	$24K	Hold	330	–	–	﹤0.01%	856
2020 Q4	$24K	Buy	+330	New	+$21.9K	﹤0.01%	831

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

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

AWM

Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

FourThought Financial's ERTH Position: Q3 2022 in Review

FourThought Financial held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q3 2022 at 330 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

FourThought Financial first reported a position in ERTH in Q4 2020 and has held it in 8 quarters since. The position peaked at $24K in Q1 2021. 99 funds tracked by Wall St. Rank hold ERTH as of Q3 2022.

FourThought Financial held 330 shares of Invesco MSCI Sustainable Future ETF worth $16K as of Q3 2022.
FourThought Financial left its Invesco MSCI Sustainable Future ETF share count unchanged in Q3 2022.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #916 holding.
FourThought Financial first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Invesco MSCI Sustainable Future ETF position peaked at $24K in Q1 2021.
99 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.