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Freedom Investment Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Freedom Investment 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
2024
Q1 		– Sell
-4,876
Closed -$230K – 802
2023
Q4 		$230K Buy
+4,876
New +$208K 0.02% 675

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Freedom Investment Management's ERTH Position: Q1 2024 in Review

Freedom Investment Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2024, closing a stake of 4,876 shares — an estimated $230K sold.

Freedom Investment Management first reported a position in ERTH in Q4 2023 and held it in 1 quarter. The position peaked at $230K in Q4 2023. 98 funds tracked by Wall St. Rank hold ERTH as of Q1 2024.

  • Freedom Investment Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 4,876 Invesco MSCI Sustainable Future ETF shares in Q1 2024, an estimated $230K.
  • Freedom Investment Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2023 and held it in 1 quarter.
  • Freedom Investment Management's Invesco MSCI Sustainable Future ETF position peaked at $230K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.