JP Morgan Private Wealth Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

JP Morgan Private Wealth 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
2023 Q1	–	Sell	-4,237	Closed	-$202K	–	1963
2022 Q4	$202K	Sell	4,237 -1,309	-24%	-$64.1K	﹤0.01%	1823
2022 Q3	$270K	Buy	5,546 +15	+0.3%	+$835	﹤0.01%	1698
2022 Q2	$297K	Buy	5,531 +300	+6%	+$16.7K	﹤0.01%	1653
2022 Q1	$321K	Buy	5,231 +751	+17%	+$45.3K	﹤0.01%	1723
2021 Q4	$299K	Buy	4,480 +939	+27%	+$63.9K	﹤0.01%	1749
2021 Q3	$224K	Hold	3,541	–	–	﹤0.01%	1812
2021 Q2	$245K	Buy	+3,541	New	+$260K	﹤0.01%	1757

Other funds holding ERTH

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ERTH Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2023, closing a stake of 4,237 shares — an estimated $202K sold.

JP Morgan Private Wealth Advisors first reported a position in ERTH in Q2 2021 and held it in 7 quarters. The position peaked at $321K in Q1 2022. 97 funds tracked by Wall St. Rank hold ERTH as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,237 Invesco MSCI Sustainable Future ETF shares in Q1 2023, an estimated $202K.
JP Morgan Private Wealth Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2021 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's Invesco MSCI Sustainable Future ETF position peaked at $321K in Q1 2022.
97 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.