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Global Assets Advisory’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Global Assets Advisory’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
2026
Q2 		– Sell
-1,000
Closed -$47.4K – 389
2026
Q1 		$47.4K Buy
+1,000
New +$47.9K 0.01% 414

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Global Assets Advisory's ERTH Position: Q2 2026 in Review

Global Assets Advisory sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2026, closing a stake of 1,000 shares — an estimated $47.4K sold.

Global Assets Advisory first reported a position in ERTH in Q1 2026 and held it in 1 quarter. The position peaked at $47.4K in Q1 2026. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • Global Assets Advisory reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 1,000 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $47.4K.
  • Global Assets Advisory first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2026 and held it in 1 quarter.
  • Global Assets Advisory's Invesco MSCI Sustainable Future ETF position peaked at $47.4K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.