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HM Payson & Co’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

HM Payson & Co’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 		$48.2K Hold
1,019
– – ﹤0.01% 715
2026
Q1 		$48.3K Hold
1,019
– – ﹤0.01% 694
2025
Q4 		$48.1K Hold
1,019
– – ﹤0.01% 698
2025
Q3 		$48.6K Hold
1,019
– – ﹤0.01% 696
2025
Q2 		$43.3K Hold
1,019
– – ﹤0.01% 671
2025
Q1 		$39.6K Hold
1,019
– – ﹤0.01% 682
2024
Q4 		$41.2K Hold
1,019
– – ﹤0.01% 672
2024
Q3 		$46K Hold
1,019
– – ﹤0.01% 645
2024
Q2 		$40.2K Hold
1,019
– – ﹤0.01% 636
2024
Q1 		$43.1K Hold
1,019
– – ﹤0.01% 621
2023
Q4 		$48.1K Buy
+1,019
New +$43.5K ﹤0.01% 609

Other funds holding ERTH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

HM Payson & Co's ERTH Position: Q2 2026 in Review

HM Payson & Co held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 1,019 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

HM Payson & Co first reported a position in ERTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.6K in Q3 2025. 7 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • HM Payson & Co held 1,019 shares of Invesco MSCI Sustainable Future ETF worth $48.2K as of Q2 2026.
  • HM Payson & Co left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #715 holding.
  • HM Payson & Co first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2023 and has held it in 11 quarters since.
  • HM Payson & Co's Invesco MSCI Sustainable Future ETF position peaked at $48.6K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.