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 Q1	$16.4K	Buy	+345	New	+$16.5K	﹤0.01%	1151

Other funds holding ERTH

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Golden State Equity Partners's ERTH Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2026: 345 shares worth $16.4K. The stake represents ﹤0.01% of the portfolio and ranks #1151 among its holdings.

86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

Golden State Equity Partners held 345 shares of Invesco MSCI Sustainable Future ETF worth $16.4K as of Q1 2026.
Invesco MSCI Sustainable Future ETF was a new Golden State Equity Partners position in Q1 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1151 holding.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.