HHM Wealth Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

HHM Wealth Advisors’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
2023 Q4	–	Sell	-60	Closed	-$2.66K	–	763
2023 Q3	$2.66K	Sell	60 -40	-40%	-$1.95K	﹤0.01%	697
2023 Q2	$4.9K	Hold	100	–	–	﹤0.01%	659
2023 Q1	$4.91K	Hold	100	–	–	﹤0.01%	644
2022 Q4	$4.78K	Hold	100	–	–	﹤0.01%	537
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	525
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	634
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	589
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	545
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	533
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	500
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	461
2020 Q4	$8K	Buy	+100	New	+$6.62K	﹤0.01%	433

Other funds holding ERTH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HHM Wealth Advisors's ERTH Position: Q4 2023 in Review

HHM Wealth Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2023, closing a stake of 60 shares — an estimated $2.66K sold.

HHM Wealth Advisors first reported a position in ERTH in Q4 2020 and held it in 12 quarters. The position peaked at $8K in Q1 2021. 99 funds tracked by Wall St. Rank hold ERTH as of Q4 2023.

HHM Wealth Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 60 Invesco MSCI Sustainable Future ETF shares in Q4 2023, an estimated $2.66K.
HHM Wealth Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2020 and held it in 12 quarters.
HHM Wealth Advisors's Invesco MSCI Sustainable Future ETF position peaked at $8K in Q1 2021.
99 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.