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Moss Adams Wealth Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Moss Adams Wealth 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
Q2 		$222K Buy
+4,700
New +$231K 0.01% 274

Other funds holding ERTH

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

Moss Adams Wealth Advisors's ERTH Position: Q2 2026 in Review

Moss Adams Wealth Advisors opened a new position in Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2026: 4,700 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings.

23 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • Moss Adams Wealth Advisors held 4,700 shares of Invesco MSCI Sustainable Future ETF worth $222K as of Q2 2026.
  • Invesco MSCI Sustainable Future ETF was a new Moss Adams Wealth Advisors position in Q2 2026.
  • Invesco MSCI Sustainable Future ETF made up 0.01% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #274 holding.
  • 23 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.