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Mark Sheptoff Financial Planning’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q1 		– Sell
-380
Closed -$29K – 382
2020
Q4 		$29K Buy
+380
New +$25.2K 0.02% 193

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
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's ERTH Position: Q1 2021 in Review

Mark Sheptoff Financial Planning sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2021, closing a stake of 380 shares — an estimated $29K sold.

Mark Sheptoff Financial Planning first reported a position in ERTH in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 105 funds tracked by Wall St. Rank hold ERTH as of Q1 2021.

  • Mark Sheptoff Financial Planning reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 380 Invesco MSCI Sustainable Future ETF shares in Q1 2021, an estimated $29K.
  • Mark Sheptoff Financial Planning first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2020 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Invesco MSCI Sustainable Future ETF position peaked at $29K in Q4 2020.
  • 105 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2021, filed 11 May 2021.