Global Financial Private Client’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-196	Closed	-$7.61K	–	650
2025 Q1	$7.61K	Hold	196	–	–	﹤0.01%	623
2024 Q4	$7.93K	Hold	196	–	–	﹤0.01%	586
2024 Q3	$8.84K	Hold	196	–	–	﹤0.01%	574
2024 Q2	$7.73K	Hold	196	–	–	﹤0.01%	469
2024 Q1	$8.26K	Hold	196	–	–	﹤0.01%	481
2023 Q4	$9.26K	Hold	196	–	–	﹤0.01%	466
2023 Q3	$8.49K	Hold	196	–	–	﹤0.01%	459
2023 Q2	$9.77K	Hold	196	–	–	﹤0.01%	440
2023 Q1	$9.55K	Hold	196	–	–	﹤0.01%	452
2022 Q4	$9.37K	Hold	196	–	–	0.01%	431
2022 Q3	$9.7K	Hold	196	–	–	0.01%	411
2022 Q2	$10.6K	Hold	196	–	–	0.01%	391
2022 Q1	$12.2K	Hold	196	–	–	0.01%	381
2021 Q4	$13.1K	Hold	196	–	–	0.01%	371
2021 Q3	$12.5K	Hold	196	–	–	0.01%	331
2021 Q2	$13.5K	Hold	196	–	–	0.01%	328
2021 Q1	$14.9K	Hold	196	–	–	0.01%	288
2020 Q4	$14.7K	Hold	196	–	–	0.01%	289
2020 Q3	$11.7K	Hold	196	–	–	0.01%	297
2020 Q2	$9.58K	Hold	196	–	–	0.01%	340
2020 Q1	$6.97K	Hold	196	–	–	0.01%	374
2019 Q4	$9.79K	Buy	+196	New	+$9.17K	0.01%	378

Other funds holding ERTH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Global Financial Private Client's ERTH Position: Q2 2025 in Review

Global Financial Private Client sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2025, closing a stake of 196 shares — an estimated $7.61K sold.

Global Financial Private Client first reported a position in ERTH in Q4 2019 and held it in 22 quarters. The position peaked at $14.9K in Q1 2021. 85 funds tracked by Wall St. Rank hold ERTH as of Q2 2025.

Global Financial Private Client reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 196 Invesco MSCI Sustainable Future ETF shares in Q2 2025, an estimated $7.61K.
Global Financial Private Client first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Invesco MSCI Sustainable Future ETF position peaked at $14.9K in Q1 2021.
85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.