Golden State Equity Partners’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Golden State Equity 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
2026 Q2	–	Sell	-345	Closed	-$16.4K	–	773
2026 Q1	$16.4K	Buy	+345	New	+$16.5K	﹤0.01%	1151

Other funds holding ERTH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Golden State Equity Partners's ERTH Position: Q2 2026 in Review

Golden State Equity Partners sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2026, closing a stake of 345 shares — an estimated $16.4K sold.

Golden State Equity Partners first reported a position in ERTH in Q1 2026 and held it in 1 quarter. The position peaked at $16.4K in Q1 2026. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Golden State Equity Partners reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 345 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $16.4K.
Golden State Equity Partners first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's Invesco MSCI Sustainable Future ETF position peaked at $16.4K in Q1 2026.
80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.