HDIM
ERTH icon

Hanson & Doremus Investment Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Hanson & Doremus Investment 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 		$7K Hold
140
– – ﹤0.01% 449
2026
Q1 		$7K Hold
140
– – ﹤0.01% 473
2025
Q4 		$7K Hold
140
– – ﹤0.01% 444
2025
Q3 		$7K Hold
140
– – ﹤0.01% 456
2025
Q2 		$6K Hold
140
– – ﹤0.01% 445
2025
Q1 		$5K Hold
140
– – ﹤0.01% 441
2024
Q4 		$6K Hold
140
– – ﹤0.01% 429
2024
Q3 		$6K Hold
140
– – ﹤0.01% 410
2024
Q2 		$6K Hold
140
– – ﹤0.01% 433
2024
Q1 		$6K Hold
140
– – ﹤0.01% 432
2023
Q4 		$7K Hold
140
– – ﹤0.01% 419
2023
Q3 		$6K Buy
+140
New +$6.81K ﹤0.01% 400
2021
Q3 		– Sell
-920
Closed -$54K – 497
2021
Q2 		$54K Hold
920
– – 0.02% 257
2021
Q1 		$69K Hold
920
– – 0.02% 275
2020
Q4 		$69K Hold
920
– – 0.02% 257
2020
Q3 		$54K Hold
920
– – 0.02% 257
2020
Q2 		$45K Hold
920
– – 0.01% 271
2020
Q1 		$35K Buy
+920
New +$43K 0.01% 299

Other funds holding ERTH

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Hanson & Doremus Investment Management's ERTH Position: Q2 2026 in Review

Hanson & Doremus Investment Management held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 140 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Hanson & Doremus Investment Management first reported a position in ERTH in Q1 2020 and has held it in 18 quarters since. The position peaked at $69K in Q1 2021. 23 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • Hanson & Doremus Investment Management held 140 shares of Invesco MSCI Sustainable Future ETF worth $7K as of Q2 2026.
  • Hanson & Doremus Investment Management left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #449 holding.
  • Hanson & Doremus Investment Management first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2020 and has held it in 18 quarters since.
  • Hanson & Doremus Investment Management's Invesco MSCI Sustainable Future ETF position peaked at $69K in Q1 2021.
  • 23 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.