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Parallel Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Parallel 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
2024
Q4 		– Sell
-201
Closed -$9.07K – 3545
2024
Q3 		$9.07K Buy
+201
New +$8.43K ﹤0.01% 2428
2023
Q1 		– Sell
-316
Closed -$15.1K – 3439
2022
Q4 		$15.1K Sell
316
-519
-62% -$25.4K ﹤0.01% 1846
2022
Q3 		$41K Sell
835
-36
-4% -$2K ﹤0.01% 1342
2022
Q2 		$47K Buy
871
+2
+0.2% +$111 ﹤0.01% 1285
2022
Q1 		$54K Buy
869
+519
+148% +$31.3K ﹤0.01% 1251
2021
Q4 		$23K Hold
350
– – ﹤0.01% 1707
2021
Q3 		$22K Buy
350
+2
+0.6% +$132 ﹤0.01% 1687
2021
Q2 		$24K Buy
+348
New +$25.5K ﹤0.01% 1579
2021
Q1 		– Sell
-304
Closed -$23K – 2820
2020
Q4 		$23K Hold
304
– – ﹤0.01% 1412
2020
Q3 		$18K Hold
304
– – ﹤0.01% 1487
2020
Q2 		$14K Buy
304
+1
+0.3% +$44 ﹤0.01% 1568
2020
Q1 		$11K Hold
303
– – ﹤0.01% 1561
2019
Q4 		$15K Hold
303
– – ﹤0.01% 1542
2019
Q3 		$14K Hold
303
– – ﹤0.01% 1522
2019
Q2 		$14K Buy
303
+1
+0.3% +$44 ﹤0.01% 1437
2019
Q1 		$13K Buy
302
+1
+0.3% +$41 ﹤0.01% 1400
2018
Q4 		$11K Hold
301
– – ﹤0.01% 1282
2018
Q3 		$13K Hold
301
– – ﹤0.01% 1329
2018
Q2 		$12K Buy
+301
New +$13.1K ﹤0.01% 1257

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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Parallel Advisors's ERTH Position: Q4 2024 in Review

Parallel Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2024, closing a stake of 201 shares — an estimated $9.07K sold.

Parallel Advisors first reported a position in ERTH in Q2 2018 and held it in 19 quarters. The position peaked at $54K in Q1 2022. 92 funds tracked by Wall St. Rank hold ERTH as of Q4 2024.

  • Parallel Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2024 after selling out during the quarter.
  • Parallel Advisors sold 201 Invesco MSCI Sustainable Future ETF shares in Q4 2024, an estimated $9.07K.
  • Parallel Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2018 and held it in 19 quarters.
  • Parallel Advisors's Invesco MSCI Sustainable Future ETF position peaked at $54K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2024.

Based on Parallel Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.