Lugano Financial Advisors SA (LFA)’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2023 Q3	–	Sell	-1,040	Closed	-$51K	–	192
2023 Q2	$51K	Hold	1,040	–	–	0.03%	135
2023 Q1	$51.1K	Hold	1,040	–	–	0.04%	89
2022 Q4	$49.7K	Buy	1,040 +255	+32%	+$12.5K	0.04%	91
2022 Q3	$38K	Hold	785	–	–	0.03%	89
2022 Q2	$42K	Hold	785	–	–	0.03%	95
2022 Q1	$48K	Hold	785	–	–	0.03%	82
2021 Q4	$52K	Hold	785	–	–	0.03%	91
2021 Q3	$50K	Hold	785	–	–	0.03%	83
2021 Q2	$54K	Hold	785	–	–	0.03%	81
2021 Q1	$59K	Buy	+785	New	+$61.1K	0.04%	77

Other funds holding ERTH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s ERTH Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2023, closing a stake of 1,040 shares — an estimated $51K sold.

Lugano Financial Advisors SA (LFA) first reported a position in ERTH in Q1 2021 and held it in 10 quarters. The position peaked at $59K in Q1 2021. 98 funds tracked by Wall St. Rank hold ERTH as of Q3 2023.

Lugano Financial Advisors SA (LFA) reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 1,040 Invesco MSCI Sustainable Future ETF shares in Q3 2023, an estimated $51K.
Lugano Financial Advisors SA (LFA) first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2021 and held it in 10 quarters.
Lugano Financial Advisors SA (LFA)'s Invesco MSCI Sustainable Future ETF position peaked at $59K in Q1 2021.
98 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.