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KCM Investment Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

KCM Investment 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
2026
Q1 		$363K Buy
7,652
+1
+0% +$48 0.01% 313
2025
Q4 		$361K Sell
7,651
-594
-7% -$28.2K 0.01% 303
2025
Q3 		$393K Buy
8,245
+91
+1% +$4.09K 0.01% 289
2025
Q2 		$346K Sell
8,154
-324
-4% -$13.2K 0.01% 304
2025
Q1 		$329K Buy
8,478
+159
+2% +$6.41K 0.01% 299
2024
Q4 		$336K Buy
8,319
+317
+4% +$13.4K 0.01% 297
2024
Q3 		$361K Buy
8,002
+3
+0% +$126 0.01% 303
2024
Q2 		$316K Sell
7,999
-297
-4% -$12.2K 0.01% 307
2024
Q1 		$351K Buy
8,296
+65
+0.8% +$2.75K 0.01% 306
2023
Q4 		$389K Buy
8,231
+692
+9% +$29.5K 0.02% 280
2023
Q3 		$334K Buy
7,539
+937
+14% +$45.6K 0.01% 293
2023
Q2 		$324K Buy
6,602
+468
+8% +$22.2K 0.01% 315
2023
Q1 		$301K Buy
6,134
+168
+3% +$8.37K 0.01% 343
2022
Q4 		$285K Sell
5,966
-7,591
-56% -$372K 0.01% 337
2022
Q3 		$661K Sell
13,557
-995
-7% -$55.4K 0.03% 228
2022
Q2 		$781K Sell
14,552
-135,289
-90% -$7.53M 0.03% 227
2022
Q1 		$9.21M Buy
149,841
+2,711
+2% +$164K 0.34% 73
2021
Q4 		$9.81M Sell
147,130
-568
-0.4% -$38.7K 0.34% 74
2021
Q3 		$9.35M Sell
147,698
-3,181
-2% -$211K 0.37% 64
2021
Q2 		$10.4M Buy
150,879
+16,169
+12% +$1.19M 0.42% 60
2021
Q1 		$10.2M Buy
134,710
+28,438
+27% +$2.21M 0.45% 58
2020
Q4 		$7.98M Buy
106,272
+24,016
+29% +$1.59M 0.38% 62
2020
Q3 		$4.82M Buy
82,256
+9,952
+14% +$552K 0.27% 81
2020
Q2 		$3.56M Buy
72,304
+10,363
+17% +$458K 0.2% 95
2020
Q1 		$2.33M Buy
61,941
+40,397
+188% +$1.89M 0.16% 107
2019
Q4 		$1.08M Buy
21,544
+8,374
+64% +$392K 0.06% 175
2019
Q3 		$588K Buy
13,170
+6,888
+110% +$303K 0.03% 216
2019
Q2 		$286K Buy
+6,282
New +$276K 0.02% 282

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

KCM Investment Advisors's ERTH Position: Q1 2026 in Review

KCM Investment Advisors increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 0.01% in Q1 2026, buying an estimated $48 and bringing the position to 7,652 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #313.

KCM Investment Advisors first reported a position in ERTH in Q2 2019 and has held it in 28 quarters since. The position peaked at $10.4M in Q2 2021. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

  • KCM Investment Advisors held 7,652 shares of Invesco MSCI Sustainable Future ETF worth $363K as of Q1 2026.
  • KCM Investment Advisors bought 1 Invesco MSCI Sustainable Future ETF share in Q1 2026, an estimated $48.
  • Invesco MSCI Sustainable Future ETF made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #313 holding.
  • KCM Investment Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2019 and has held it in 28 quarters since.
  • KCM Investment Advisors's Invesco MSCI Sustainable Future ETF position peaked at $10.4M in Q2 2021.
  • 86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.