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Kowal Investment Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-350
Closed -$22K – 371
2021
Q3 		$22K Buy
+350
New +$23.2K 0.01% 366

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MD
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

Kowal Investment Group's ERTH Position: Q4 2021 in Review

Kowal Investment Group sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2021, closing a stake of 350 shares — an estimated $22K sold.

Kowal Investment Group first reported a position in ERTH in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 116 funds tracked by Wall St. Rank hold ERTH as of Q4 2021.

  • Kowal Investment Group reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 350 Invesco MSCI Sustainable Future ETF shares in Q4 2021, an estimated $22K.
  • Kowal Investment Group first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Invesco MSCI Sustainable Future ETF position peaked at $22K in Q3 2021.
  • 116 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.