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

Ironwood Financial’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
2021 Q4	–	Sell	-390	Closed	-$25K	–	240
2021 Q3	$25K	Hold	390	–	–	0.01%	259
2021 Q2	$27K	Buy	390 +125	+47%	+$9.17K	0.01%	247
2021 Q1	$20K	Buy	265 +65	+33%	+$5.06K	0.01%	264
2020 Q4	$15K	Hold	200	–	–	0.01%	282
2020 Q3	$12K	Hold	200	–	–	0.01%	246
2020 Q2	$10K	Sell	200 -200	-50%	-$8.84K	0.01%	241
2020 Q1	$15K	Hold	400	–	–	0.01%	178
2019 Q4	$20K	Hold	400	–	–	0.01%	203
2019 Q3	$18K	Hold	400	–	–	0.01%	210
2019 Q2	$18K	Hold	400	–	–	0.01%	214
2019 Q1	$17K	Hold	400	–	–	0.01%	216
2018 Q4	$15K	Hold	400	–	–	0.01%	209
2018 Q3	$17K	Hold	400	–	–	0.01%	202
2018 Q2	$17K	Buy	+400	New	+$17.3K	0.01%	164

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

Ironwood Financial's ERTH Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2021, closing a stake of 390 shares — an estimated $25K sold.

Ironwood Financial first reported a position in ERTH in Q2 2018 and held it in 14 quarters. The position peaked at $27K in Q2 2021. 116 funds tracked by Wall St. Rank hold ERTH as of Q4 2021.

Ironwood Financial reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 390 Invesco MSCI Sustainable Future ETF shares in Q4 2021, an estimated $25K.
Ironwood Financial first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2018 and held it in 14 quarters.
Ironwood Financial's Invesco MSCI Sustainable Future ETF position peaked at $27K in Q2 2021.
116 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.