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

Insight 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 Q2	–	Sell	-5,586	Closed	-$274K	–	298
2023 Q1	$274K	Sell	5,586 -2,067	-27%	-$103K	0.06%	239
2022 Q4	$363K	Sell	7,653 -4,459	-37%	-$218K	0.13%	216
2022 Q3	$590K	Buy	12,112 +547	+5%	+$30.5K	0.23%	112
2022 Q2	$681K	Buy	11,565 +4,239	+58%	+$236K	0.23%	115
2022 Q1	$450K	Buy	+7,326	New	+$442K	0.13%	191

Other funds holding ERTH

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Insight Advisors's ERTH Position: Q2 2023 in Review

Insight Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2023, closing a stake of 5,586 shares — an estimated $274K sold.

Insight Advisors first reported a position in ERTH in Q1 2022 and held it in 5 quarters. The position peaked at $681K in Q2 2022. 93 funds tracked by Wall St. Rank hold ERTH as of Q2 2023.

Insight Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2023 after selling out during the quarter.
Insight Advisors sold 5,586 Invesco MSCI Sustainable Future ETF shares in Q2 2023, an estimated $274K.
Insight Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2022 and held it in 5 quarters.
Insight Advisors's Invesco MSCI Sustainable Future ETF position peaked at $681K in Q2 2022.
93 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2023.

Based on Insight Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.