Howe & Rusling’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Howe & Rusling’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 Q1	$29.9K	Hold	631	–	–	﹤0.01%	387
2025 Q4	$29.8K	Hold	631	–	–	﹤0.01%	390
2025 Q3	$30.1K	Hold	631	–	–	﹤0.01%	378
2025 Q2	$26.8K	Hold	631	–	–	﹤0.01%	377
2025 Q1	$24.5K	Hold	631	–	–	﹤0.01%	345
2024 Q4	$25.5K	Hold	631	–	–	﹤0.01%	340
2024 Q3	$28.5K	Hold	631	–	–	﹤0.01%	320
2024 Q2	$24.9K	Hold	631	–	–	﹤0.01%	305
2024 Q1	$26.7K	Buy	631 +202	+47%	+$8.55K	﹤0.01%	310
2023 Q4	$20.3K	Hold	429	–	–	﹤0.01%	300
2023 Q3	$19K	Hold	429	–	–	﹤0.01%	283
2023 Q2	$21K	Buy	429 +311	+264%	+$14.8K	﹤0.01%	278
2023 Q1	$5.79K	Buy	118 +15	+15%	+$747	﹤0.01%	294
2022 Q4	$4.92K	Hold	103	–	–	﹤0.01%	298
2022 Q3	$5K	Hold	103	–	–	﹤0.01%	657
2022 Q2	$6K	Hold	103	–	–	﹤0.01%	608
2022 Q1	$6K	Hold	103	–	–	﹤0.01%	605
2021 Q4	$7K	Hold	103	–	–	﹤0.01%	593
2021 Q3	$7K	Hold	103	–	–	﹤0.01%	565
2021 Q2	$7K	Hold	103	–	–	﹤0.01%	541
2021 Q1	$8K	Hold	103	–	–	﹤0.01%	525
2020 Q4	$8K	Hold	103	–	–	﹤0.01%	513
2020 Q3	$6K	Hold	103	–	–	﹤0.01%	514
2020 Q2	$5K	Hold	103	–	–	﹤0.01%	529
2020 Q1	$4K	Hold	103	–	–	﹤0.01%	530
2019 Q4	$5K	Hold	103	–	–	﹤0.01%	548
2019 Q3	$5K	Hold	103	–	–	﹤0.01%	549
2019 Q2	$5K	Hold	103	–	–	﹤0.01%	526
2019 Q1	$4K	Hold	103	–	–	﹤0.01%	566
2018 Q4	$4K	Hold	103	–	–	﹤0.01%	563
2018 Q3	$4K	Hold	103	–	–	﹤0.01%	628
2018 Q2	$4K	Hold	103	–	–	﹤0.01%	575
2018 Q1	$4K	Hold	103	–	–	﹤0.01%	645
2017 Q4	$4K	Hold	103	–	–	﹤0.01%	590
2017 Q3	$4K	Hold	103	–	–	﹤0.01%	612
2017 Q2	$4K	Hold	103	–	–	﹤0.01%	668
2017 Q1	$4K	Hold	103	–	–	﹤0.01%	702
2016 Q4	$3K	Hold	103	–	–	﹤0.01%	780
2016 Q3	$3K	Hold	103	–	–	﹤0.01%	764
2016 Q2	$3K	Hold	103	–	–	﹤0.01%	735
2016 Q1	$3K	Hold	103	–	–	﹤0.01%	770
2015 Q4	$3K	Hold	103	–	–	﹤0.01%	730
2015 Q3	$3K	Hold	103	–	–	﹤0.01%	732
2015 Q2	$3K	Hold	103	–	–	﹤0.01%	769
2015 Q1	$3K	Hold	103	–	–	﹤0.01%	700
2014 Q4	$3K	Hold	103	–	–	﹤0.01%	702
2014 Q3	$3K	Hold	103	–	–	﹤0.01%	688
2014 Q2	$3K	Hold	103	–	–	﹤0.01%	661
2014 Q1	$3K	Hold	103	–	–	﹤0.01%	713
2013 Q4	$3K	Hold	103	–	–	﹤0.01%	648
2013 Q3	$3K	Hold	103	–	–	﹤0.01%	753
2013 Q2	$3K	Buy	+103	New	+$2.64K	﹤0.01%	764

Other funds holding ERTH

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Howe & Rusling's ERTH Position: Q1 2026 in Review

Howe & Rusling held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q1 2026 at 631 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Howe & Rusling first reported a position in ERTH in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.1K in Q3 2025. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

Howe & Rusling held 631 shares of Invesco MSCI Sustainable Future ETF worth $29.9K as of Q1 2026.
Howe & Rusling left its Invesco MSCI Sustainable Future ETF share count unchanged in Q1 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #387 holding.
Howe & Rusling first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2013 and has held it in 52 quarters since.
Howe & Rusling's Invesco MSCI Sustainable Future ETF position peaked at $30.1K in Q3 2025.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.