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Lindbrook Capital’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Lindbrook Capital’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
2020
Q1 		– Sell
-138
Closed -$7K – 1724
2019
Q4 		$7K Hold
138
– – ﹤0.01% 1004
2019
Q3 		$6K Hold
138
– – ﹤0.01% 1025
2019
Q2 		$6K Hold
138
– – ﹤0.01% 1005
2019
Q1 		$5K Hold
138
– – ﹤0.01% 1069
2018
Q4 		$5K Buy
+138
New +$5.41K ﹤0.01% 1005

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Lindbrook Capital's ERTH Position: Q1 2020 in Review

Lindbrook Capital sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2020, closing a stake of 138 shares — an estimated $7K sold.

Lindbrook Capital first reported a position in ERTH in Q4 2018 and held it in 5 quarters. The position peaked at $7K in Q4 2019. 70 funds tracked by Wall St. Rank hold ERTH as of Q1 2020.

  • Lindbrook Capital reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2020 after selling out during the quarter.
  • Lindbrook Capital sold 138 Invesco MSCI Sustainable Future ETF shares in Q1 2020, an estimated $7K.
  • Lindbrook Capital first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2018 and held it in 5 quarters.
  • Lindbrook Capital's Invesco MSCI Sustainable Future ETF position peaked at $7K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2020.

Based on Lindbrook Capital's 13F filing for Q1 2020, filed 22 Apr 2020.