Ironwood Wealth Management (Arizona)’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Ironwood Wealth Management (Arizona)’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 Q1	–	Sell	-532	Closed	-$40K	–	49
2020 Q4	$40K	Sell	532 -184	-26%	-$12.2K	0.02%	37
2020 Q3	$35K	Hold	716	–	–	0.03%	31
2020 Q2	$35K	Sell	716 -50	-7%	-$2.21K	0.03%	31
2020 Q1	$29K	Buy	766 +18	+2%	+$842	0.02%	36
2019 Q4	$37K	Hold	748	–	–	0.03%	40
2019 Q3	$33K	Hold	748	–	–	0.02%	44
2019 Q2	$34K	Hold	748	–	–	0.03%	46
2019 Q1	$32K	Hold	748	–	–	0.03%	45
2018 Q4	$28K	Hold	748	–	–	0.03%	42
2018 Q3	$33K	Buy	748 +82	+12%	+$3.55K	0.03%	41
2018 Q2	$28K	Buy	+666	New	+$28.9K	0.03%	39
2017 Q3	$28K	Buy	+666	New	+$26.4K	0.03%	44

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

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

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s ERTH Position: Q1 2021 in Review

Ironwood Wealth Management (Arizona) sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2021, closing a stake of 532 shares — an estimated $40K sold.

Ironwood Wealth Management (Arizona) first reported a position in ERTH in Q3 2017 and held it in 12 quarters. The position peaked at $40K in Q4 2020. 105 funds tracked by Wall St. Rank hold ERTH as of Q1 2021.

Ironwood Wealth Management (Arizona) reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2021 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 532 Invesco MSCI Sustainable Future ETF shares in Q1 2021, an estimated $40K.
Ironwood Wealth Management (Arizona) first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2017 and held it in 12 quarters.
Ironwood Wealth Management (Arizona)'s Invesco MSCI Sustainable Future ETF position peaked at $40K in Q4 2020.
105 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2021.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2021, filed 8 Apr 2021.