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

Interactive Financial 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
2025
Q1 		– Sell
-8,333
Closed -$337K – 85
2024
Q4 		$337K Sell
8,333
-1,364
-14% -$57.7K 0.18% 71
2024
Q3 		$438K Sell
9,697
-25
-0.3% -$1.05K 0.23% 64
2024
Q2 		$384K Buy
9,722
+219
+2% +$9.03K 0.21% 65
2024
Q1 		$402K Sell
9,503
-588
-6% -$24.9K 0.22% 65
2023
Q4 		$483K Buy
10,091
+1,158
+13% +$49.4K 0.26% 54
2023
Q3 		$396K Buy
8,933
+340
+4% +$16.5K 0.27% 57
2023
Q2 		$421K Sell
8,593
-526
-6% -$25K 0.29% 61
2023
Q1 		$448K Buy
9,119
+527
+6% +$26.3K 0.29% 58
2022
Q4 		$411K Buy
8,592
+1,686
+24% +$82.5K 0.25% 64
2022
Q3 		$337K Buy
6,906
+1,476
+27% +$82.2K 0.2% 69
2022
Q2 		$293K Buy
5,430
+3,709
+216% +$207K 0.15% 69
2022
Q1 		$109K Buy
1,721
+475
+38% +$28.7K 0.05% 108
2021
Q4 		$83K Buy
1,246
+15
+1% +$1.02K 0.03% 110
2021
Q3 		$78K Sell
1,231
-250
-17% -$16.5K 0.03% 106
2021
Q2 		$102K Buy
1,481
+39
+3% +$2.86K 0.04% 104
2021
Q1 		$109K Buy
1,442
+99
+7% +$7.7K 0.05% 101
2020
Q4 		$101K Sell
1,343
-116
-8% -$7.68K 0.05% 93
2020
Q3 		$86K Sell
1,459
-294
-17% -$16.3K 0.04% 89
2020
Q2 		$86K Sell
1,753
-2
-0.1% -$88 0.04% 86
2020
Q1 		$66K Sell
1,755
-783
-31% -$36.6K 0.06% 63
2019
Q4 		$127K Sell
2,538
-19
-0.7% -$889 0.06% 88
2019
Q3 		$114K Sell
2,557
-1,036
-29% -$45.6K 0.05% 84
2019
Q2 		$164K Sell
3,593
-31
-0.9% -$1.36K 0.08% 75
2019
Q1 		$153K Buy
3,624
+59
+2% +$2.41K 0.07% 66
2018
Q4 		$131K Sell
3,565
-1,005
-22% -$39.4K 0.07% 56
2018
Q3 		$199K Buy
4,570
+1,155
+34% +$50K 0.09% 66
2018
Q2 		$144K Buy
3,415
+2,077
+155% +$90.1K 0.07% 71
2018
Q1 		$57K Sell
1,338
-408
-23% -$17.8K 0.03% 80
2017
Q4 		$74K Sell
1,746
-109
-6% -$4.58K 0.03% 84
2017
Q3 		$77K Buy
+1,855
New +$73.4K 0.04% 75

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Interactive Financial Advisors's ERTH Position: Q1 2025 in Review

Interactive Financial Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2025, closing a stake of 8,333 shares — an estimated $337K sold.

Interactive Financial Advisors first reported a position in ERTH in Q3 2017 and held it in 30 quarters. The position peaked at $483K in Q4 2023. 85 funds tracked by Wall St. Rank hold ERTH as of Q1 2025.

  • Interactive Financial Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2025 after selling out during the quarter.
  • Interactive Financial Advisors sold 8,333 Invesco MSCI Sustainable Future ETF shares in Q1 2025, an estimated $337K.
  • Interactive Financial Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2017 and held it in 30 quarters.
  • Interactive Financial Advisors's Invesco MSCI Sustainable Future ETF position peaked at $483K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2025.

Based on Interactive Financial Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.