Raelipskie Partnership’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Raelipskie Partnership’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	$473	Hold	10	–	–	﹤0.01%	120
2026 Q1	$474	Hold	10	–	–	﹤0.01%	114
2025 Q4	$472	Hold	10	–	–	﹤0.01%	112
2025 Q3	$477	Hold	10	–	–	﹤0.01%	113
2025 Q2	$425	Hold	10	–	–	﹤0.01%	114
2025 Q1	$388	Hold	10	–	–	﹤0.01%	117
2024 Q4	$404	Buy	+10	New	+$423	﹤0.01%	116

Other funds holding ERTH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PWM

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

Raelipskie Partnership's ERTH Position: Q2 2026 in Review

Raelipskie Partnership held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 10 shares worth $473. The position accounts for ﹤0.01% of the portfolio, ranked #120.

Raelipskie Partnership first reported a position in ERTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $477 in Q3 2025. 79 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Raelipskie Partnership held 10 shares of Invesco MSCI Sustainable Future ETF worth $473 as of Q2 2026.
Raelipskie Partnership left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Raelipskie Partnership's portfolio in Q2 2026, its #120 holding.
Raelipskie Partnership first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2024 and has held it in 7 quarters since.
Raelipskie Partnership's Invesco MSCI Sustainable Future ETF position peaked at $477 in Q3 2025.
79 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Raelipskie Partnership's 13F filing for Q2 2026, filed 4 Aug 2026.