Morgan Stanley
ERTH icon

Morgan Stanley’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Morgan Stanley’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 		$3.24M Buy
68,362
+2,893
+4% +$139K ﹤0.01% 4422
2025
Q4 		$3.09M Sell
65,469
-1,609
-2% -$76.5K ﹤0.01% 4519
2025
Q3 		$3.2M Sell
67,078
-1,068
-2% -$48K ﹤0.01% 4480
2025
Q2 		$2.89M Buy
68,146
+5,330
+8% +$217K ﹤0.01% 4470
2025
Q1 		$2.44M Sell
62,816
-5,341
-8% -$215K ﹤0.01% 4475
2024
Q4 		$2.76M Sell
68,157
-16,129
-19% -$682K ﹤0.01% 4463
2024
Q3 		$3.8M Sell
84,286
-14,467
-15% -$607K ﹤0.01% 4177
2024
Q2 		$3.9M Sell
98,753
-2,263
-2% -$93.3K ﹤0.01% 4090
2024
Q1 		$4.27M Sell
101,016
-105,612
-51% -$4.47M ﹤0.01% 4028
2023
Q4 		$9.76M Buy
206,628
+100,932
+95% +$4.31M ﹤0.01% 3937
2023
Q3 		$4.68M Buy
105,696
+1,285
+1% +$62.5K ﹤0.01% 3801
2023
Q2 		$5.12M Buy
104,411
+6,513
+7% +$309K ﹤0.01% 3764
2023
Q1 		$4.81M Sell
97,898
-877
-0.9% -$43.7K ﹤0.01% 3820
2022
Q4 		$4.72M Buy
98,775
+86
+0.1% +$4.21K ﹤0.01% 3806
2022
Q3 		$4.81M Sell
98,689
-3,735
-4% -$208K ﹤0.01% 3735
2022
Q2 		$5.5M Sell
102,424
-1,374
-1% -$76.5K ﹤0.01% 3680
2022
Q1 		$6.38M Buy
103,798
+4,140
+4% +$250K ﹤0.01% 3418
2021
Q4 		$6.65M Buy
99,658
+5,145
+5% +$350K ﹤0.01% 3416
2021
Q3 		$5.99M Sell
94,513
-3,207
-3% -$212K ﹤0.01% 3480
2021
Q2 		$6.76M Sell
97,720
-5,376
-5% -$394K ﹤0.01% 3451
2021
Q1 		$7.79M Buy
103,096
+20,811
+25% +$1.62M ﹤0.01% 2916
2020
Q4 		$6.18M Buy
82,285
+2,553
+3% +$169K ﹤0.01% 3030
2020
Q3 		$4.67M Buy
79,732
+56
+0.1% +$3.11K ﹤0.01% 2786
2020
Q2 		$3.92M Buy
79,676
+6,422
+9% +$284K ﹤0.01% 2919
2020
Q1 		$2.76M Buy
73,254
+471
+0.6% +$22K ﹤0.01% 3055
2019
Q4 		$3.63M Sell
72,783
-17,389
-19% -$814K ﹤0.01% 3531
2019
Q3 		$4.02M Buy
90,172
+1,739
+2% +$76.6K ﹤0.01% 3104
2019
Q2 		$4.03M Sell
88,433
-5,353
-6% -$235K ﹤0.01% 3135
2019
Q1 		$3.95M Sell
93,786
-19,003
-17% -$777K ﹤0.01% 2935
2018
Q4 		$4.15M Buy
112,789
+13,513
+14% +$530K ﹤0.01% 3099
2018
Q3 		$4.32M Buy
99,276
+12,920
+15% +$559K ﹤0.01% 3336
2018
Q2 		$3.64M Buy
86,356
+18,530
+27% +$803K ﹤0.01% 3527
2018
Q1 		$2.91M Buy
67,826
+27,885
+70% +$1.22M ﹤0.01% 3626
2017
Q4 		$1.69M Sell
39,941
-8,650
-18% -$364K ﹤0.01% 4174
2017
Q3 		$2.01M Buy
48,591
+17,972
+59% +$711K ﹤0.01% 3881
2017
Q2 		$1.18M Buy
30,619
+8,128
+36% +$305K ﹤0.01% 4251
2017
Q1 		$800K Sell
22,491
-127
-0.6% -$4.36K ﹤0.01% 4539
2016
Q4 		$739K Buy
22,618
+23
+0.1% +$744 ﹤0.01% 4679
2016
Q3 		$749K Buy
22,595
+1,899
+9% +$60.5K ﹤0.01% 4257
2016
Q2 		$614K Buy
20,696
+2,479
+14% +$74.8K ﹤0.01% 4310
2016
Q1 		$549K Buy
18,217
+1,416
+8% +$39.3K ﹤0.01% 4380
2015
Q4 		$494K Sell
16,801
-1,998
-11% -$57.8K ﹤0.01% 4554
2015
Q3 		$496K Sell
18,799
-107
-0.6% -$3.08K ﹤0.01% 4616
2015
Q2 		$576K Buy
18,906
+3,985
+27% +$124K ﹤0.01% 4620
2015
Q1 		$449K Sell
14,921
-157
-1% -$4.61K ﹤0.01% 4734
2014
Q4 		$437K Sell
15,078
-4,980
-25% -$143K ﹤0.01% 4761
2014
Q3 		$588K Buy
20,058
+2,373
+13% +$74.1K ﹤0.01% 4460
2014
Q2 		$581K Sell
17,685
-5,291
-23% -$171K ﹤0.01% 4470
2014
Q1 		$750K Buy
22,976
+2,653
+13% +$84.8K ﹤0.01% 4242
2013
Q4 		$646K Buy
20,323
+1,131
+6% +$34K ﹤0.01% 4264
2013
Q3 		$556K Sell
19,192
-2,803
-13% -$76.9K ﹤0.01% 4263
2013
Q2 		$557K Buy
+21,995
New +$563K ﹤0.01% 4183

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Morgan Stanley's ERTH Position: Q1 2026 in Review

Morgan Stanley increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 4.4% in Q1 2026, buying an estimated $139K and bringing the position to 68,362 shares worth $3.24M. The position accounts for ﹤0.01% of the portfolio, ranked #4422.

Morgan Stanley first reported a position in ERTH in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.76M in Q4 2023. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

  • Morgan Stanley held 68,362 shares of Invesco MSCI Sustainable Future ETF worth $3.24M as of Q1 2026.
  • Morgan Stanley bought 2,893 Invesco MSCI Sustainable Future ETF shares in Q1 2026, an estimated $139K.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4422 holding.
  • Morgan Stanley first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Invesco MSCI Sustainable Future ETF position peaked at $9.76M in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.