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Fulcrum Equity Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Fulcrum Equity 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
2021
Q2 		– Sell
-4,610
Closed -$348K – 197
2021
Q1 		$348K Buy
+4,610
New +$359K 0.14% 132

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
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Fulcrum Equity Management's ERTH Position: Q2 2021 in Review

Fulcrum Equity Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2021, closing a stake of 4,610 shares — an estimated $348K sold.

Fulcrum Equity Management first reported a position in ERTH in Q1 2021 and held it in 1 quarter. The position peaked at $348K in Q1 2021. 110 funds tracked by Wall St. Rank hold ERTH as of Q2 2021.

  • Fulcrum Equity Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 4,610 Invesco MSCI Sustainable Future ETF shares in Q2 2021, an estimated $348K.
  • Fulcrum Equity Management first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's Invesco MSCI Sustainable Future ETF position peaked at $348K in Q1 2021.
  • 110 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.