Migdal Insurance & Financial Holdings’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-69	Closed	-$3K	–	382
2025 Q4	$3K	Buy	+69	New	+$3.28K	﹤0.01%	344
2024 Q1	–	Sell	-19,239	Closed	-$909K	–	403
2023 Q4	$909K	Sell	19,239 -2,217	-10%	-$94.6K	0.02%	170
2023 Q3	$950K	Sell	21,456 -11,984	-36%	-$583K	0.02%	155
2023 Q2	$1.64M	Buy	+33,440	New	+$1.59M	0.04%	122
2022 Q3	–	Sell	-35,188	Closed	-$1.89M	–	543
2022 Q2	$1.89M	Sell	35,188 -3,511	-9%	-$196K	0.04%	102
2022 Q1	$2.38M	Sell	38,699 -6,038	-13%	-$364K	0.04%	132
2021 Q4	$2.98M	Sell	44,737 -3,419	-7%	-$233K	0.03%	147
2021 Q3	$3.05M	Buy	48,156 +1,269	+3%	+$84K	0.03%	153
2021 Q2	$3.25M	Buy	46,887 +22,348	+91%	+$1.64M	0.03%	152
2021 Q1	$1.85M	Buy	24,539 +21,059	+605%	+$1.64M	0.02%	198
2020 Q4	$261K	Buy	3,480 +1,380	+66%	+$91.4K	﹤0.01%	285
2020 Q3	$123K	Buy	2,100 +700	+50%	+$38.8K	﹤0.01%	459
2020 Q2	$69K	Buy	+1,400	New	+$61.9K	﹤0.01%	476

Other funds holding ERTH

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

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

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Migdal Insurance & Financial Holdings's ERTH Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2026, closing a stake of 69 shares — an estimated $3K sold.

Migdal Insurance & Financial Holdings first reported a position in ERTH in Q2 2020 and held it in 13 quarters. The position peaked at $3.25M in Q2 2021. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

Migdal Insurance & Financial Holdings reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2026 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 69 Invesco MSCI Sustainable Future ETF shares in Q1 2026, an estimated $3K.
Migdal Insurance & Financial Holdings first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2020 and held it in 13 quarters.
Migdal Insurance & Financial Holdings's Invesco MSCI Sustainable Future ETF position peaked at $3.25M in Q2 2021.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.