Plante Moran Financial Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Plante Moran Financial 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	$4.73K	Hold	100	–	–	﹤0.01%	652
2026 Q1	$4.74K	Hold	100	–	–	﹤0.01%	574
2025 Q4	$4.72K	Hold	100	–	–	﹤0.01%	642
2025 Q3	$4.76K	Hold	100	–	–	﹤0.01%	608
2025 Q2	$4.25K	Hold	100	–	–	﹤0.01%	637
2025 Q1	$3.88K	Hold	100	–	–	﹤0.01%	658
2024 Q4	$4.04K	Hold	100	–	–	﹤0.01%	717
2024 Q3	$4.51K	Hold	100	–	–	﹤0.01%	695
2024 Q2	$3.95K	Hold	100	–	–	﹤0.01%	670
2024 Q1	$4.23K	Hold	100	–	–	﹤0.01%	702
2023 Q4	$4.72K	Hold	100	–	–	﹤0.01%	647
2023 Q3	$4.43K	Buy	+100	New	+$4.86K	﹤0.01%	618

Other funds holding ERTH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAC

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MAWA

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

Plante Moran Financial Advisors's ERTH Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 100 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Plante Moran Financial Advisors first reported a position in ERTH in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.76K in Q3 2025. 36 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Plante Moran Financial Advisors held 100 shares of Invesco MSCI Sustainable Future ETF worth $4.73K as of Q2 2026.
Plante Moran Financial Advisors left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #652 holding.
Plante Moran Financial Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2023 and has held it in 12 quarters since.
Plante Moran Financial Advisors's Invesco MSCI Sustainable Future ETF position peaked at $4.76K in Q3 2025.
36 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.