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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
Q2 		$364K Buy
7,688
+36
+0.5% +$1.77K 0.01% 320
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 $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

KCM Investment Advisors's ERTH Position: Q2 2026 in Review

KCM Investment Advisors increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 0.47% in Q2 2026, buying an estimated $1.77K and bringing the position to 7,688 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #320.

KCM Investment Advisors first reported a position in ERTH in Q2 2019 and has held it in 29 quarters since. The position peaked at $10.4M in Q2 2021. 79 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • KCM Investment Advisors held 7,688 shares of Invesco MSCI Sustainable Future ETF worth $364K as of Q2 2026.
  • KCM Investment Advisors bought 36 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $1.77K.
  • Invesco MSCI Sustainable Future ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #320 holding.
  • KCM Investment Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2019 and has held it in 29 quarters since.
  • KCM Investment Advisors's Invesco MSCI Sustainable Future ETF position peaked at $10.4M in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.