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McMillan Office’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

McMillan Office’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 		$11.6K Hold
245
– – ﹤0.01% 388
2026
Q1 		$11.6K Hold
245
– – ﹤0.01% 380
2025
Q4 		$11.6K Buy
+245
New +$11.6K ﹤0.01% 375

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

McMillan Office's ERTH Position: Q2 2026 in Review

McMillan Office held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 245 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

McMillan Office first reported a position in ERTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q1 2026. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • McMillan Office held 245 shares of Invesco MSCI Sustainable Future ETF worth $11.6K as of Q2 2026.
  • McMillan Office left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of McMillan Office's portfolio in Q2 2026, its #388 holding.
  • McMillan Office first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2025 and has held it in 3 quarters since.
  • McMillan Office's Invesco MSCI Sustainable Future ETF position peaked at $11.6K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.