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

Harbour 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
2026
Q2 		$24.1K Sell
510
-25
-5% -$1.23K ﹤0.01% 2847
2026
Q1 		$25.4K Buy
535
+100
+23% +$4.79K ﹤0.01% 2732
2025
Q4 		$20.5K Hold
435
– – ﹤0.01% 2406
2025
Q3 		$20.7K Hold
435
– – ﹤0.01% 2318
2025
Q2 		$18.5K Hold
435
– – ﹤0.01% 2270
2025
Q1 		$16.9K Hold
435
– – ﹤0.01% 2263
2024
Q4 		$17.6K Hold
435
– – ﹤0.01% 2183
2024
Q3 		$19.6K Sell
435
-194
-31% -$8.14K ﹤0.01% 2068
2024
Q2 		$24.8K Sell
629
-610
-49% -$25.2K ﹤0.01% 1862
2024
Q1 		$52.3K Sell
1,239
-150
-11% -$6.35K ﹤0.01% 1504
2023
Q4 		$65.6K Hold
1,389
– – ﹤0.01% 1322
2023
Q3 		$61.5K Sell
1,389
-114
-8% -$5.54K ﹤0.01% 1252
2023
Q2 		$73.7K Buy
1,503
+4
+0.3% +$190 ﹤0.01% 1183
2023
Q1 		$73.6K Hold
1,499
– – ﹤0.01% 1184
2022
Q4 		$71.6K Sell
1,499
-49
-3% -$2.4K ﹤0.01% 1154
2022
Q3 		$83K Hold
1,548
– – 0.01% 1052
2022
Q2 		$83K Buy
+1,548
New +$86.2K 0.01% 1052
2021
Q4 		$94K Sell
1,413
-446
-24% -$30.4K 0.01% 989
2021
Q3 		$118K Hold
1,859
– – ﹤0.01% 1283
2021
Q2 		$129K Buy
1,859
+15
+0.8% +$1.1K ﹤0.01% 1257
2021
Q1 		$139K Buy
+1,844
New +$144K 0.01% 1146

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
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

Harbour Investments's ERTH Position: Q2 2026 in Review

Harbour Investments reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 4.7% in Q2 2026, selling an estimated $1.23K and leaving 510 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2847.

Harbour Investments first reported a position in ERTH in Q1 2021 and has held it in 21 quarters since. The position peaked at $139K in Q1 2021. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • Harbour Investments held 510 shares of Invesco MSCI Sustainable Future ETF worth $24.1K as of Q2 2026.
  • Harbour Investments sold 25 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $1.23K.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2847 holding.
  • Harbour Investments first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Invesco MSCI Sustainable Future ETF position peaked at $139K in Q1 2021.
  • 80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.