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 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 $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 Wealth Management's ERTH Position: Q1 2026 in Review

Golden State Wealth Management held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q1 2026 at 36 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Golden State Wealth Management first reported a position in ERTH in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.6K in Q2 2025. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

Golden State Wealth Management held 36 shares of Invesco MSCI Sustainable Future ETF worth $1.71K as of Q1 2026.
Golden State Wealth Management left its Invesco MSCI Sustainable Future ETF share count unchanged in Q1 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1369 holding.
Golden State Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2024 and has held it in 6 quarters since.
Golden State Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $9.6K in Q2 2025.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

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