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

FWL 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
2023
Q4 		– Sell
-634
Closed -$28.1K – 243
2023
Q3 		$28.1K Buy
+634
New +$30.8K 0.02% 115
2023
Q2 		– Sell
-649
Closed -$31.9K – 58
2023
Q1 		$31.9K Buy
649
+400
+161% +$19.9K 0.02% 58
2022
Q4 		$11.9K Buy
+249
New +$12.2K 0.01% 135

Other funds holding ERTH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FWL Investment Management's ERTH Position: Q4 2023 in Review

FWL Investment Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2023, closing a stake of 634 shares — an estimated $28.1K sold.

FWL Investment Management first reported a position in ERTH in Q4 2022 and held it in 3 quarters. The position peaked at $31.9K in Q1 2023. 99 funds tracked by Wall St. Rank hold ERTH as of Q4 2023.

  • FWL Investment Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2023 after selling out during the quarter.
  • FWL Investment Management sold 634 Invesco MSCI Sustainable Future ETF shares in Q4 2023, an estimated $28.1K.
  • FWL Investment Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2022 and held it in 3 quarters.
  • FWL Investment Management's Invesco MSCI Sustainable Future ETF position peaked at $31.9K in Q1 2023.
  • 99 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2023.

Based on FWL Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.