Mission Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $825K | Sell |
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|
2024
Q3 | $934K | Sell |
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|
2024
Q2 | $866K | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $961K | Buy |
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|
2021
Q3 | $691K | Buy |
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|
2021
Q2 | $713K | Buy |
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|
2021
Q1 | $613K | Buy |
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|
2020
Q4 | $271K | Buy |
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