Moneta Group Investment Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Moneta Group Investment Advisors’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	$532K	Buy	11,230 +253	+2%	+$12.1K	﹤0.01%	497
2025 Q4	$518K	Sell	10,977 -250	-2%	-$11.9K	﹤0.01%	493
2025 Q3	$535K	Sell	11,227 -147	-1%	-$6.6K	﹤0.01%	476
2025 Q2	$483K	Sell	11,374 -1,888	-14%	-$76.8K	0.01%	445
2025 Q1	$515K	Sell	13,262 -598	-4%	-$24.1K	0.01%	410
2024 Q4	$560K	Sell	13,860 -2,382	-15%	-$101K	0.01%	388
2024 Q3	$733K	Sell	16,242 -257	-2%	-$10.8K	0.01%	326
2024 Q2	$651K	Buy	16,499 +5,439	+49%	+$224K	0.01%	337
2024 Q1	$467K	Buy	+11,060	New	+$468K	0.01%	388

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 $935M AUM 27.19% 1-Year Est. Return

Moneta Group Investment Advisors's ERTH Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 2.3% in Q1 2026, buying an estimated $12.1K and bringing the position to 11,230 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Moneta Group Investment Advisors first reported a position in ERTH in Q1 2024 and has held it in 9 quarters since. The position peaked at $733K in Q3 2024. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

Moneta Group Investment Advisors held 11,230 shares of Invesco MSCI Sustainable Future ETF worth $532K as of Q1 2026.
Moneta Group Investment Advisors bought 253 Invesco MSCI Sustainable Future ETF shares in Q1 2026, an estimated $12.1K.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #497 holding.
Moneta Group Investment Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2024 and has held it in 9 quarters since.
Moneta Group Investment Advisors's Invesco MSCI Sustainable Future ETF position peaked at $733K in Q3 2024.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.