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

HighTower 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	-4,528	Closed	-$200K	–	3695
2023 Q3	$200K	Buy	4,528 +292	+7%	+$14.2K	﹤0.01%	2913
2023 Q2	$209K	Sell	4,236 -23	-0.5%	-$1.09K	﹤0.01%	2832
2023 Q1	$210K	Buy	+4,259	New	+$212K	﹤0.01%	2714
2022 Q4	–	Sell	-4,697	Closed	-$230K	–	3392
2022 Q3	$230K	Buy	4,697 +36	+0.8%	+$2K	﹤0.01%	2516
2022 Q2	$253K	Sell	4,661 -460	-9%	-$25.6K	﹤0.01%	2472
2022 Q1	$314K	Sell	5,121 -300	-6%	-$18.1K	﹤0.01%	2495
2021 Q4	$361K	Buy	5,421 +676	+14%	+$46K	﹤0.01%	2363
2021 Q3	$301K	Hold	4,745	–	–	﹤0.01%	2409
2021 Q2	$328K	Buy	+4,745	New	+$348K	﹤0.01%	2315

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

HighTower Advisors's ERTH Position: Q4 2023 in Review

HighTower Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2023, closing a stake of 4,528 shares — an estimated $200K sold.

HighTower Advisors first reported a position in ERTH in Q2 2021 and held it in 9 quarters. The position peaked at $361K in Q4 2021. 99 funds tracked by Wall St. Rank hold ERTH as of Q4 2023.

HighTower Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2023 after selling out during the quarter.
HighTower Advisors sold 4,528 Invesco MSCI Sustainable Future ETF shares in Q4 2023, an estimated $200K.
HighTower Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2021 and held it in 9 quarters.
HighTower Advisors's Invesco MSCI Sustainable Future ETF position peaked at $361K in Q4 2021.
99 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.