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Institutional & Family Asset Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Institutional & Family Asset 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
2022
Q1 		– Sell
-40
Closed -$3K – 792
2021
Q4 		$3K Buy
+40
New +$2.72K ﹤0.01% 620

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institutional & Family Asset Management's ERTH Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2022, closing a stake of 40 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in ERTH in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 111 funds tracked by Wall St. Rank hold ERTH as of Q1 2022.

  • Institutional & Family Asset Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 40 Invesco MSCI Sustainable Future ETF shares in Q1 2022, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Invesco MSCI Sustainable Future ETF position peaked at $3K in Q4 2021.
  • 111 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.