Millstone Evans Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Millstone Evans 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
2026 Q2	$182K	Sell	3,850 -100	-3%	-$4.92K	0.1%	161
2026 Q1	$187K	Hold	3,950	–	–	0.11%	147
2025 Q4	$186K	Hold	3,950	–	–	0.11%	152
2025 Q3	$188K	Hold	3,950	–	–	0.12%	133
2025 Q2	$168K	Hold	3,950	–	–	0.11%	141
2025 Q1	$153K	Sell	3,950 -90	-2%	-$3.63K	0.1%	147
2024 Q4	$163K	Buy	+4,040	New	+$171K	0.11%	136

Other funds holding ERTH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Millstone Evans Group's ERTH Position: Q2 2026 in Review

Millstone Evans Group reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 2.5% in Q2 2026, selling an estimated $4.92K and leaving 3,850 shares worth $182K. The position accounts for 0.1% of the portfolio, ranked #161.

Millstone Evans Group first reported a position in ERTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $188K in Q3 2025. 62 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Millstone Evans Group held 3,850 shares of Invesco MSCI Sustainable Future ETF worth $182K as of Q2 2026.
Millstone Evans Group sold 100 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $4.92K.
Invesco MSCI Sustainable Future ETF made up 0.1% of Millstone Evans Group's portfolio in Q2 2026, its #161 holding.
Millstone Evans Group first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Invesco MSCI Sustainable Future ETF position peaked at $188K in Q3 2025.
62 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.