Integrated Wealth Concepts’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Integrated Wealth Concepts’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	$94.8K	Buy	+2,004	New	+$98.6K	﹤0.01%	2856

Other funds holding ERTH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Integrated Wealth Concepts's ERTH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2026: 2,004 shares worth $94.8K. The stake represents ﹤0.01% of the portfolio and ranks #2856 among its holdings.

80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Integrated Wealth Concepts held 2,004 shares of Invesco MSCI Sustainable Future ETF worth $94.8K as of Q2 2026.
Invesco MSCI Sustainable Future ETF was a new Integrated Wealth Concepts position in Q2 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2856 holding.
80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.