James Reed Financial Services’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

James Reed Financial Services’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	-129	Closed	-$8K	–	65
2021 Q4	$8K	Buy	+129	New	+$8.78K	0.01%	111

Other funds holding ERTH

EHC

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

James Reed Financial Services's ERTH Position: Q1 2022 in Review

James Reed Financial Services sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2022, closing a stake of 129 shares — an estimated $8K sold.

James Reed Financial Services first reported a position in ERTH in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 111 funds tracked by Wall St. Rank hold ERTH as of Q1 2022.

James Reed Financial Services reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2022 after selling out during the quarter.
James Reed Financial Services sold 129 Invesco MSCI Sustainable Future ETF shares in Q1 2022, an estimated $8K.
James Reed Financial Services first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2021 and held it in 1 quarter.
James Reed Financial Services's Invesco MSCI Sustainable Future ETF position peaked at $8K in Q4 2021.
111 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.