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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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.