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

Perigon 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	$850K	Sell
2025 Q2	$779K	Sell
2025 Q1	$723K	Sell
2024 Q4	$855K	Sell
2024 Q3	$1M	Buy
2024 Q2	$632K	Sell
2024 Q1	$708K	Sell
2023 Q4	$815K	Sell
2023 Q3	$783K	Sell
2023 Q2	$893K	Buy