Gradient Investments
ERTH icon

Gradient Investments’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Gradient Investments’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
2021
Q4 		– Sell
-2
Closed – – 1257
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1166
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1184
2021
Q1 		$0 Sell
2
-38,324
-100% -$2.98M ﹤0.01% 1183
2020
Q4 		$2.25M Sell
38,326
-160
-0.4% -$10.6K 0.1% 136
2020
Q3 		$2.26M Buy
38,486
+1,126
+3% +$62.5K 0.09% 136
2020
Q2 		$1.84M Buy
37,360
+5,857
+19% +$259K 0.08% 144
2020
Q1 		$1.19M Buy
31,503
+7,877
+33% +$368K 0.06% 162
2019
Q4 		$1.18M Buy
23,626
+23,130
+4,663% +$1.08M 0.05% 190
2019
Q3 		$22K Sell
496
-2,523
-84% -$111K ﹤0.01% 512
2019
Q2 		$138K Hold
3,019
– – 0.01% 278
2019
Q1 		$127K Hold
3,019
– – 0.01% 270
2018
Q4 		$111K Sell
3,019
-229
-7% -$8.98K 0.01% 259
2018
Q3 		$141K Sell
3,248
-327
-9% -$14.2K 0.01% 257
2018
Q2 		$151K Sell
3,575
-141
-4% -$6.11K 0.01% 248
2018
Q1 		$160K Buy
3,716
+496
+15% +$21.7K 0.01% 242
2017
Q4 		$136K Buy
+3,220
New +$135K 0.01% 265
2017
Q3 		– Sell
-3,034
Closed -$117K – 374
2017
Q2 		$117K Buy
3,034
+175
+6% +$6.57K 0.01% 244
2017
Q1 		$102K Buy
2,859
+2,290
+402% +$78.6K 0.01% 259
2016
Q4 		$19K Hold
569
– – ﹤0.01% 359
2016
Q3 		$19K Buy
+569
New +$18.1K ﹤0.01% 358
2015
Q3 		– Sell
-63
Closed -$2K – 626
2015
Q2 		$2K Hold
63
– – ﹤0.01% 520
2015
Q1 		$2K Hold
63
– – ﹤0.01% 539
2014
Q4 		$2K Buy
+63
New +$1.81K ﹤0.01% 482

Other funds holding ERTH

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Money Design
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Gradient Investments's ERTH Position: Q4 2021 in Review

Gradient Investments sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2021, closing a stake of 2 shares.

Gradient Investments first reported a position in ERTH in Q4 2014 and held it in 23 quarters. The position peaked at $2.26M in Q3 2020. 116 funds tracked by Wall St. Rank hold ERTH as of Q4 2021.

  • Gradient Investments reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2021 after selling out during the quarter.
  • Gradient Investments sold 2 Invesco MSCI Sustainable Future ETF shares in Q4 2021.
  • Gradient Investments first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2014 and held it in 23 quarters.
  • Gradient Investments's Invesco MSCI Sustainable Future ETF position peaked at $2.26M in Q3 2020.
  • 116 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2021.

Based on Gradient Investments's 13F filing for Q4 2021, filed 12 Jan 2022.