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Independent Advisor Alliance’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-9,879
Closed -$493K – 519
2019
Q4 		$493K Buy
+9,879
New +$462K 0.02% 534

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Independent Advisor Alliance's ERTH Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2020, closing a stake of 9,879 shares — an estimated $493K sold.

Independent Advisor Alliance first reported a position in ERTH in Q4 2019 and held it in 1 quarter. The position peaked at $493K in Q4 2019. 70 funds tracked by Wall St. Rank hold ERTH as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,879 Invesco MSCI Sustainable Future ETF shares in Q1 2020, an estimated $493K.
  • Independent Advisor Alliance first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco MSCI Sustainable Future ETF position peaked at $493K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.