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

IFP 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 Q1	–	Sell	-430	Closed	-$19K	–	3696
2022 Q4	$19K	Hold	430	–	–	﹤0.01%	2915
2022 Q3	$19K	Hold	430	–	–	﹤0.01%	3123
2022 Q2	$19K	Hold	430	–	–	﹤0.01%	2877
2022 Q1	$19K	Buy	+430	New	+$25.9K	﹤0.01%	2877
2020 Q2	–	Sell	-258	Closed	-$11.4K	–	2786
2020 Q1	$11K	Buy	+258	New	+$12.1K	﹤0.01%	1728
2019 Q1	–	Sell	-171	Closed	-$6K	–	2654
2018 Q4	$6K	Hold	171	–	–	﹤0.01%	2753
2018 Q3	$7K	Hold	171	–	–	﹤0.01%	3042
2018 Q2	$7K	Buy	171 +1	+0.6%	+$43	﹤0.01%	3087
2018 Q1	$7K	Hold	170	–	–	﹤0.01%	2992
2017 Q4	$7K	Sell	170 -425	-71%	-$17.9K	﹤0.01%	3038
2017 Q3	$25K	Hold	595	–	–	﹤0.01%	2445
2017 Q2	$23K	Hold	595	–	–	﹤0.01%	2494
2017 Q1	$21K	Hold	595	–	–	﹤0.01%	2467
2016 Q4	$19K	Hold	595	–	–	﹤0.01%	2495
2016 Q3	$20K	Hold	595	–	–	﹤0.01%	2389
2016 Q2	$18K	Buy	+595	New	+$18K	﹤0.01%	2403
2016 Q1	–	Sell	-595	Closed	-$17K	–	2672
2015 Q4	$17K	Buy	+595	New	+$17.2K	﹤0.01%	2252

Other funds holding ERTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

IFP Advisors's ERTH Position: Q1 2023 in Review

IFP Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2023, closing a stake of 430 shares — an estimated $19K sold.

IFP Advisors first reported a position in ERTH in Q4 2015 and held it in 17 quarters. The position peaked at $25K in Q3 2017. 97 funds tracked by Wall St. Rank hold ERTH as of Q1 2023.

IFP Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 430 Invesco MSCI Sustainable Future ETF shares in Q1 2023, an estimated $19K.
IFP Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2015 and held it in 17 quarters.
IFP Advisors's Invesco MSCI Sustainable Future ETF position peaked at $25K in Q3 2017.
97 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.