Global Retirement Partners’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Global Retirement Partners’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 Q4	$243	Hold	6	–	–	﹤0.01%	3489
2024 Q3	$271	Hold	6	–	–	﹤0.01%	3350
2024 Q2	$237	Hold	6	–	–	﹤0.01%	3402
2024 Q1	$254	Hold	6	–	–	﹤0.01%	3238
2023 Q4	$255	Hold	6	–	–	﹤0.01%	3199
2023 Q3	$255	Hold	6	–	–	﹤0.01%	3089
2023 Q2	$294	Hold	6	–	–	﹤0.01%	3052
2023 Q1	$272	Hold	6	–	–	﹤0.01%	3049
2022 Q4	$287	Hold	6	–	–	﹤0.01%	2883
2022 Q3	$0	Sell	6 -54	-90%	-$3.01K	﹤0.01%	2766
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	2048
2022 Q1	$3K	Buy	+60	New	+$3.62K	﹤0.01%	2049
2021 Q4	–	Sell	-411	Closed	-$26K	–	670
2021 Q3	$26K	Hold	411	–	–	﹤0.01%	1113
2021 Q2	$28K	Hold	411	–	–	﹤0.01%	1078
2021 Q1	$31K	Buy	+411	New	+$32K	﹤0.01%	958

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

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

Global Retirement Partners's ERTH Position: Q4 2024 in Review

Global Retirement Partners held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q4 2024 at 6 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #3489.

Global Retirement Partners first reported a position in ERTH in Q1 2021 and has held it in 15 quarters since. The position peaked at $31K in Q1 2021. 92 funds tracked by Wall St. Rank hold ERTH as of Q4 2024.

Global Retirement Partners held 6 shares of Invesco MSCI Sustainable Future ETF worth $243 as of Q4 2024.
Global Retirement Partners left its Invesco MSCI Sustainable Future ETF share count unchanged in Q4 2024.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3489 holding.
Global Retirement Partners first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2021 and has held it in 15 quarters since.
Global Retirement Partners's Invesco MSCI Sustainable Future ETF position peaked at $31K in Q1 2021.
92 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.