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Mendota Financial Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Mendota Financial Group’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
2024
Q1 		– Sell
-163
Closed -$7.7K – 344
2023
Q4 		$7.7K Hold
163
– – 0.01% 282
2023
Q3 		$7.22K Hold
163
– – 0.01% 209
2023
Q2 		$7.99K Hold
163
– – 0.01% 206
2023
Q1 		$10K Hold
163
– – 0.01% 229
2022
Q4 		$7.79K Buy
+163
New +$7.98K 0.01% 216

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mendota Financial Group's ERTH Position: Q1 2024 in Review

Mendota Financial Group sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2024, closing a stake of 163 shares — an estimated $7.7K sold.

Mendota Financial Group first reported a position in ERTH in Q4 2022 and held it in 5 quarters. The position peaked at $10K in Q1 2023. 98 funds tracked by Wall St. Rank hold ERTH as of Q1 2024.

  • Mendota Financial Group reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2024 after selling out during the quarter.
  • Mendota Financial Group sold 163 Invesco MSCI Sustainable Future ETF shares in Q1 2024, an estimated $7.7K.
  • Mendota Financial Group first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2022 and held it in 5 quarters.
  • Mendota Financial Group's Invesco MSCI Sustainable Future ETF position peaked at $10K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2024.

Based on Mendota Financial Group's 13F filing for Q1 2024, filed 25 Apr 2024.