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LifeSteps Financial’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

LifeSteps Financial’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 		$17.6K Buy
+373
New +$18.4K 0.01% 326
2024
Q2 		– Sell
-345
Closed -$14.6K – 185
2024
Q1 		$14.6K Buy
+345
New +$14.6K 0.01% 265

Other funds holding ERTH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

LifeSteps Financial's ERTH Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2026: 373 shares worth $17.6K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in ERTH as recently as Q1 2024.

LifeSteps Financial first reported a position in ERTH in Q1 2024 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • LifeSteps Financial held 373 shares of Invesco MSCI Sustainable Future ETF worth $17.6K as of Q2 2026.
  • Invesco MSCI Sustainable Future ETF was a new LifeSteps Financial position in Q2 2026.
  • Invesco MSCI Sustainable Future ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #326 holding.
  • LifeSteps Financial first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2024 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.