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

LexAurum 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
2025
Q3 		$215K Sell
4,507
-722
-14% -$32.4K 0.03% 354
2025
Q2 		$222K Buy
5,229
+18
+0.3% +$732 0.04% 328
2025
Q1 		$202K Buy
5,211
+4
+0.1% +$161 0.04% 327
2024
Q4 		$211K Sell
5,207
-275
-5% -$11.6K 0.04% 310
2024
Q3 		$247K Sell
5,482
-1,086
-17% -$45.5K 0.05% 265
2024
Q2 		$259K Sell
6,568
-157
-2% -$6.47K 0.06% 243
2024
Q1 		$284K Buy
6,725
+7
+0.1% +$296 0.07% 233
2023
Q4 		$317K Sell
6,718
-200
-3% -$8.53K 0.08% 216
2023
Q3 		$306K Buy
6,918
+1,200
+21% +$58.4K 0.09% 210
2023
Q2 		$280K Sell
5,718
-1,159
-17% -$55K 0.08% 210
2023
Q1 		$338K Buy
6,877
+201
+3% +$10K 0.11% 169
2022
Q4 		$319K Hold
6,676
– – 0.11% 174
2022
Q3 		$325K Buy
6,676
+5
+0.1% +$278 0.13% 164
2022
Q2 		$358K Buy
6,671
+1
+0% +$56 0.13% 157
2022
Q1 		$410K Sell
6,670
-200
-3% -$12.1K 0.13% 152
2021
Q4 		$458K Buy
6,870
+1
+0% +$68 0.15% 149
2021
Q3 		$435K Buy
6,869
+65
+1% +$4.3K 0.13% 179
2021
Q2 		$471K Buy
6,804
+1
+0% +$73 0.14% 170
2021
Q1 		$514K Hold
6,803
– – 0.18% 134
2020
Q4 		$511K Buy
6,803
+75
+1% +$4.97K 0.18% 130
2020
Q3 		$394K Hold
6,728
– – 0.16% 128
2020
Q2 		$331K Buy
6,728
+1
+0% +$44 0.18% 126
2020
Q1 		$253K Buy
6,727
+1
+0% +$47 0.18% 129
2019
Q4 		$336K Hold
6,726
– – 0.17% 140
2019
Q3 		$300K Hold
6,726
– – 0.18% 135
2019
Q2 		$307K Hold
6,726
– – 0.19% 123
2019
Q1 		$284K Buy
6,726
+75
+1% +$3.06K 0.19% 122
2018
Q4 		$245K Sell
6,651
-100
-1% -$3.92K 0.19% 122
2018
Q3 		$294K Sell
6,751
-50
-0.7% -$2.17K 0.21% 111
2018
Q2 		$286K Hold
6,801
– – 0.25% 99
2018
Q1 		$292K Buy
6,801
+135
+2% +$5.9K 0.25% 104
2017
Q4 		$296K Buy
+6,666
New +$280K 0.28% 102

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

LexAurum Advisors's ERTH Position: Q3 2025 in Review

LexAurum Advisors reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 14% in Q3 2025, selling an estimated $32.4K and leaving 4,507 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #354.

LexAurum Advisors first reported a position in ERTH in Q4 2017 and has held it in 32 quarters since. The position peaked at $514K in Q1 2021. 83 funds tracked by Wall St. Rank hold ERTH as of Q3 2025.

  • LexAurum Advisors held 4,507 shares of Invesco MSCI Sustainable Future ETF worth $215K as of Q3 2025.
  • LexAurum Advisors sold 722 Invesco MSCI Sustainable Future ETF shares in Q3 2025, an estimated $32.4K.
  • Invesco MSCI Sustainable Future ETF made up 0.03% of LexAurum Advisors's portfolio in Q3 2025, its #354 holding.
  • LexAurum Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2017 and has held it in 32 quarters since.
  • LexAurum Advisors's Invesco MSCI Sustainable Future ETF position peaked at $514K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2025.

Based on LexAurum Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.