Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Northwestern Mutual Wealth Management’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
Q3 		– Sell
-316
Closed -$13.4K – 3876
2025
Q2 		$13.4K Hold
316
– – ﹤0.01% 2702
2025
Q1 		$12.3K Buy
316
+86
+37% +$3.47K ﹤0.01% 2671
2024
Q4 		$9.3K Hold
230
– – ﹤0.01% 2764
2024
Q3 		$10.4K Hold
230
– – ﹤0.01% 2678
2024
Q2 		$9.08K Hold
230
– – ﹤0.01% 2675
2024
Q1 		$9.72K Buy
230
+23
+11% +$973 ﹤0.01% 2646
2023
Q4 		$9.78K Sell
207
-473
-70% -$20.2K ﹤0.01% 2644
2023
Q3 		$30.1K Buy
+680
New +$33.1K ﹤0.01% 2163
2018
Q2 		– Sell
-641
Closed -$28K – 2397
2018
Q1 		$28K Buy
+641
New +$28K ﹤0.01% 1406

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Northwestern Mutual Wealth Management's ERTH Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2025, closing a stake of 316 shares — an estimated $13.4K sold.

Northwestern Mutual Wealth Management first reported a position in ERTH in Q1 2018 and held it in 9 quarters. The position peaked at $30.1K in Q3 2023. 83 funds tracked by Wall St. Rank hold ERTH as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 316 Invesco MSCI Sustainable Future ETF shares in Q3 2025, an estimated $13.4K.
  • Northwestern Mutual Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2018 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $30.1K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.