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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$170K Buy
4,002
+1,834
+85% +$77.9K ﹤0.01% 1726
2025
Q1
$84.8K Buy
2,168
+342
+19% +$13.4K ﹤0.01% 1852
2024
Q4
$73.8K Buy
1,826
+1,397
+326% +$56.5K ﹤0.01% 1733
2024
Q3
$19.4K Buy
429
+58
+16% +$2.63K ﹤0.01% 1959
2024
Q2
$14.6K Buy
371
+225
+154% +$8.87K ﹤0.01% 1642
2024
Q1
$6.17K Buy
+146
New +$6.17K ﹤0.01% 1143