Golden State Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Golden State Wealth Management’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	$1.7K	Hold	36	–	–	﹤0.01%	1410
2026 Q1	$1.71K	Hold	36	–	–	﹤0.01%	1369
2025 Q4	$1.7K	Hold	36	–	–	﹤0.01%	1416
2025 Q3	$1.72K	Sell	36 -190	-84%	-$8.53K	﹤0.01%	1415
2025 Q2	$9.6K	Hold	226	–	–	﹤0.01%	1084
2025 Q1	$8.78K	Hold	226	–	–	﹤0.01%	1030
2024 Q4	$9.14K	Buy	+226	New	+$9.56K	﹤0.01%	985

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 Wealth Management's ERTH Position: Q2 2026 in Review

Golden State Wealth Management held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 36 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Golden State Wealth Management first reported a position in ERTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.6K in Q2 2025. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Golden State Wealth Management held 36 shares of Invesco MSCI Sustainable Future ETF worth $1.7K as of Q2 2026.
Golden State Wealth Management left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1410 holding.
Golden State Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $9.6K in Q2 2025.
80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.