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Indiana Trust & Investment Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Indiana Trust & Investment Management’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 		$41.2K Hold
870
– – 0.01% 312
2026
Q1 		$41.2K Hold
870
– – 0.01% 306
2025
Q4 		$41K Hold
870
– – 0.01% 299
2025
Q3 		$41.5K Hold
870
– – 0.01% 304
2025
Q2 		$37K Hold
870
– – 0.01% 303
2025
Q1 		$33.8K Hold
870
– – 0.01% 316
2024
Q4 		$35.2K Hold
870
– – 0.01% 311
2024
Q3 		$39.3K Hold
870
– – 0.01% 314
2024
Q2 		$34.3K Hold
870
– – 0.01% 306
2024
Q1 		$36.8K Hold
870
– – 0.01% 298
2023
Q4 		$41.1K Hold
870
– – 0.02% 270
2023
Q3 		$38.5K Buy
+870
New +$42.3K 0.02% 269

Other funds holding ERTH

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

Indiana Trust & Investment Management's ERTH Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 870 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #312.

Indiana Trust & Investment Management first reported a position in ERTH in Q3 2023 and has held it in 12 quarters since. The position peaked at $41.5K in Q3 2025. 33 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • Indiana Trust & Investment Management held 870 shares of Invesco MSCI Sustainable Future ETF worth $41.2K as of Q2 2026.
  • Indiana Trust & Investment Management left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
  • Invesco MSCI Sustainable Future ETF made up 0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #312 holding.
  • Indiana Trust & Investment Management first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2023 and has held it in 12 quarters since.
  • Indiana Trust & Investment Management's Invesco MSCI Sustainable Future ETF position peaked at $41.5K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.