Money Design’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Money Design’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
2025 Q2	$2.58M	Sell	60,847 -4,678	-7%	-$190K	0.12%	58
2025 Q1	$2.54M	Sell	65,525 -3,841	-6%	-$155K	0.13%	58
2024 Q4	$2.83M	Sell	69,366 -6,404	-8%	-$271K	0.15%	56
2024 Q3	$3.42M	Sell	75,770 -13,358	-15%	-$560K	0.17%	57
2024 Q2	$3.52M	Sell	89,128 -12,769	-13%	-$526K	0.19%	58
2024 Q1	$4.31M	Sell	101,897 -1,858	-2%	-$78.6K	0.23%	58
2023 Q4	$4.9M	Buy	103,755 +4,826	+5%	+$206K	0.28%	55
2023 Q3	$4.38M	Sell	98,929 -44,129	-31%	-$2.15M	0.27%	64
2023 Q2	$7.01M	Sell	143,058 -42,421	-23%	-$2.01M	0.42%	56
2023 Q1	$9.11M	Sell	185,479 -38,240	-17%	-$1.9M	0.54%	54
2022 Q4	$10.7M	Buy	223,719 +9,703	+5%	+$475K	0.67%	52
2022 Q3	$10.4M	Sell	214,016 -783	-0.4%	-$43.6K	0.74%	44
2022 Q2	$11.5M	Buy	214,799 +26,693	+14%	+$1.49M	0.86%	39
2022 Q1	$11.6M	Buy	188,106 +25,314	+16%	+$1.53M	0.78%	43
2021 Q4	$10.8M	Buy	+162,792	New	+$11.1M	0.73%	43

Other funds holding ERTH

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Money Design's ERTH Position: Q2 2025 in Review

Money Design reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 7.1% in Q2 2025, selling an estimated $190K and leaving 60,847 shares worth $2.58M. The position accounts for 0.12% of the portfolio, ranked #58.

Money Design first reported a position in ERTH in Q4 2021 and has held it in 15 quarters since. The position peaked at $11.6M in Q1 2022. 85 funds tracked by Wall St. Rank hold ERTH as of Q2 2025.

Money Design held 60,847 shares of Invesco MSCI Sustainable Future ETF worth $2.58M as of Q2 2025.
Money Design sold 4,678 Invesco MSCI Sustainable Future ETF shares in Q2 2025, an estimated $190K.
Invesco MSCI Sustainable Future ETF made up 0.12% of Money Design's portfolio in Q2 2025, its #58 holding.
Money Design first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2021 and has held it in 15 quarters since.
Money Design's Invesco MSCI Sustainable Future ETF position peaked at $11.6M in Q1 2022.
85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.