Moneta Group Investment Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
11,374
-1,888
| -14% | -$80.2K | 0.01% | 445 |
|
|
2025
Q1 | $515K | Sell |
13,262
-598
| -4% | -$23.2K | 0.01% | 410 |
|
|
2024
Q4 | $560K | Sell |
13,860
-2,382
| -15% | -$96.3K | 0.01% | 388 |
|
|
2024
Q3 | $733K | Sell |
16,242
-257
| -2% | -$11.6K | 0.01% | 326 |
|
|
2024
Q2 | $651K | Buy |
16,499
+5,439
| +49% | +$215K | 0.01% | 337 |
|
|
2024
Q1 | $467K | Buy |
+11,060
| New | +$467K | 0.01% | 388 |
|