Natural Investments’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Natural Investments’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	$387K	Buy	8,188 +30	+0.4%	+$1.48K	0.09%	192
2026 Q1	$386K	Sell	8,158 -162	-2%	-$7.77K	0.1%	189
2025 Q4	$392K	Buy	+8,320	New	+$395K	0.1%	182
2025 Q3	–	Sell	-8,288	Closed	-$352K	–	251
2025 Q2	$352K	Hold	8,288	–	–	0.09%	187
2025 Q1	$321K	Hold	8,288	–	–	0.09%	183
2024 Q4	$335K	Buy	+8,288	New	+$351K	0.09%	179

Other funds holding ERTH

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 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

Natural Investments's ERTH Position: Q2 2026 in Review

Natural Investments increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 0.37% in Q2 2026, buying an estimated $1.48K and bringing the position to 8,188 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #192.

Natural Investments first reported a position in ERTH in Q4 2024 and has held it in 6 quarters since. The position peaked at $392K in Q4 2025. 26 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Natural Investments held 8,188 shares of Invesco MSCI Sustainable Future ETF worth $387K as of Q2 2026.
Natural Investments bought 30 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $1.48K.
Invesco MSCI Sustainable Future ETF made up 0.09% of Natural Investments's portfolio in Q2 2026, its #192 holding.
Natural Investments first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2024 and has held it in 6 quarters since.
Natural Investments's Invesco MSCI Sustainable Future ETF position peaked at $392K in Q4 2025.
26 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.