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

Ranch Capital 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
2021 Q3	–	Sell	-2,257	Closed	-$156K	–	648
2021 Q2	$156K	Hold	2,257	–	–	0.09%	177
2021 Q1	$170K	Hold	2,257	–	–	0.11%	169
2020 Q4	$169K	Sell	2,257 -265	-11%	-$17.6K	0.12%	161
2020 Q3	$147K	Hold	2,522	–	–	0.12%	161
2020 Q2	$143K	Buy	2,522 +328	+15%	+$14.5K	0.11%	171
2020 Q1	$82K	Hold	2,194	–	–	0.08%	202
2019 Q4	$110K	Buy	+2,194	New	+$103K	0.09%	202

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ranch Capital Advisors's ERTH Position: Q3 2021 in Review

Ranch Capital Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2021, closing a stake of 2,257 shares — an estimated $156K sold.

Ranch Capital Advisors first reported a position in ERTH in Q4 2019 and held it in 7 quarters. The position peaked at $170K in Q1 2021. 111 funds tracked by Wall St. Rank hold ERTH as of Q3 2021.

Ranch Capital Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2021 after selling out during the quarter.
Ranch Capital Advisors sold 2,257 Invesco MSCI Sustainable Future ETF shares in Q3 2021, an estimated $156K.
Ranch Capital Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's Invesco MSCI Sustainable Future ETF position peaked at $170K in Q1 2021.
111 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2021.

Based on Ranch Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.