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L.J. Altfest & Co’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

L.J. Altfest & Co’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 		$1.1M Buy
23,244
+3,336
+17% +$164K 0.11% 127
2026
Q1 		$944K Buy
19,908
+1,024
+5% +$49.1K 0.1% 147
2025
Q4 		$891K Sell
18,884
-238
-1% -$11.3K 0.1% 149
2025
Q3 		$911K Buy
19,122
+1,153
+6% +$51.8K 0.1% 137
2025
Q2 		$763K Buy
17,969
+328
+2% +$13.3K 0.09% 157
2025
Q1 		$685K Buy
17,641
+770
+5% +$31K 0.09% 170
2024
Q4 		$682K Sell
16,871
-9,872
-37% -$418K 0.09% 161
2024
Q3 		$1.21M Buy
26,743
+1,121
+4% +$47K 0.16% 106
2024
Q2 		$1.01M Buy
25,622
+1,432
+6% +$59K 0.14% 114
2024
Q1 		$1.02M Buy
24,190
+2,179
+10% +$92.2K 0.14% 118
2023
Q4 		$1.04M Buy
22,011
+625
+3% +$26.7K 0.15% 117
2023
Q3 		$947K Buy
21,386
+1,822
+9% +$88.6K 0.15% 118
2023
Q2 		$959K Sell
19,564
-1,089
-5% -$51.7K 0.14% 110
2023
Q1 		$1.01M Buy
20,653
+247
+1% +$12.3K 0.16% 94
2022
Q4 		$975K Buy
20,406
+1,963
+11% +$96.1K 0.16% 103
2022
Q3 		$899K Buy
18,443
+1,700
+10% +$94.7K 0.17% 95
2022
Q2 		$899K Buy
16,743
+4,876
+41% +$272K 0.16% 101
2022
Q1 		$729K Sell
11,867
-180
-1% -$10.9K 0.13% 118
2021
Q4 		$804K Buy
12,047
+840
+7% +$57.2K 0.15% 107
2021
Q3 		$710K Buy
11,207
+1,220
+12% +$80.8K 0.15% 108
2021
Q2 		$691K Buy
9,987
+1,013
+11% +$74.3K 0.15% 109
2021
Q1 		$678K Buy
8,974
+756
+9% +$58.8K 0.16% 110
2020
Q4 		$617K Buy
8,218
+737
+10% +$48.8K 0.15% 109
2020
Q3 		$439K Buy
7,481
+543
+8% +$30.1K 0.12% 130
2020
Q2 		$341K Buy
6,938
+559
+9% +$24.7K 0.1% 151
2020
Q1 		$240K Buy
+6,379
New +$298K 0.08% 157

Other funds holding ERTH

NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

L.J. Altfest & Co's ERTH Position: Q2 2026 in Review

L.J. Altfest & Co increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 17% in Q2 2026, buying an estimated $164K and bringing the position to 23,244 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #127.

L.J. Altfest & Co first reported a position in ERTH in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.21M in Q3 2024. 26 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • L.J. Altfest & Co held 23,244 shares of Invesco MSCI Sustainable Future ETF worth $1.1M as of Q2 2026.
  • L.J. Altfest & Co bought 3,336 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $164K.
  • Invesco MSCI Sustainable Future ETF made up 0.11% of L.J. Altfest & Co's portfolio in Q2 2026, its #127 holding.
  • L.J. Altfest & Co first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2020 and has held it in 26 quarters since.
  • L.J. Altfest & Co's Invesco MSCI Sustainable Future ETF position peaked at $1.21M in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.