Lowe Wealth Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5
| Closed | -$212 | – | 396 |
|
|
2025
Q2 | $212 | Hold |
5
| – | – | ﹤0.01% | 355 |
|
|
2025
Q1 | $194 | Hold |
5
| – | – | ﹤0.01% | 365 |
|
|
2024
Q4 | $202 | Hold |
5
| – | – | ﹤0.01% | 353 |
|
|
2024
Q3 | $226 | Hold |
5
| – | – | ﹤0.01% | 310 |
|
|
2024
Q2 | $197 | Hold |
5
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $211 | Hold |
5
| – | – | ﹤0.01% | 300 |
|
|
2023
Q4 | $236 | Hold |
5
| – | – | ﹤0.01% | 306 |
|
|
2023
Q3 | $221 | Hold |
5
| – | – | ﹤0.01% | 298 |
|
|
2023
Q2 | $245 | Hold |
5
| – | – | ﹤0.01% | 343 |
|
|
2023
Q1 | $246 | Hold |
5
| – | – | ﹤0.01% | 339 |
|
|
2022
Q4 | $239 | Hold |
5
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 340 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 319 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 321 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 298 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 284 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 279 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 277 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 266 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 265 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 278 |
|
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 319 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 305 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 282 |
|
|
2019
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 296 |
|
|
2019
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 271 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 270 |
|
|
2018
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 296 |
|
|
2018
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 245 |
|
|
2018
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 251 |
|
|
2017
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 256 |
|
|
2017
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 247 |
|
|
2017
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 222 |
|
|
2017
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 226 |
|
|
2016
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 232 |
|
|
2016
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 246 |
|
|
2016
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 250 |
|
|
2016
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 219 |
|
|
2015
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 232 |
|
|
2015
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 230 |
|
|
2015
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 229 |
|
|
2015
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 225 |
|
|
2014
Q4 | $0 | Buy |
+5
| New | +$144 | ﹤0.01% | 200 |
|
Other funds holding ERTH
LJAC
Lowe Wealth Advisors's ERTH Position: Q3 2025 in Review
Lowe Wealth Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2025, closing a stake of 5 shares — an estimated $212 sold.
Lowe Wealth Advisors first reported a position in ERTH in Q4 2014 and held it in 43 quarters. The position peaked at $246 in Q1 2023. 83 funds tracked by Wall St. Rank hold ERTH as of Q3 2025.
- Lowe Wealth Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2025 after selling out during the quarter.
- Lowe Wealth Advisors sold 5 Invesco MSCI Sustainable Future ETF shares in Q3 2025, an estimated $212.
- Lowe Wealth Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2014 and held it in 43 quarters.
- Lowe Wealth Advisors's Invesco MSCI Sustainable Future ETF position peaked at $246 in Q1 2023.
- 83 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.