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Rikoon Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Rikoon Group’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
Q1 		$289K Buy
3,820
+100
+3% +$7.78K 0.08% 198
2020
Q4 		$279K Buy
+3,720
New +$246K 0.08% 195

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rikoon Group's ERTH Position: Q1 2021 in Review

Rikoon Group increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 2.7% in Q1 2021, buying an estimated $7.78K and bringing the position to 3,820 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #198.

Rikoon Group first reported a position in ERTH in Q4 2020 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold ERTH as of Q1 2021.

  • Rikoon Group held 3,820 shares of Invesco MSCI Sustainable Future ETF worth $289K as of Q1 2021.
  • Rikoon Group bought 100 Invesco MSCI Sustainable Future ETF shares in Q1 2021, an estimated $7.78K.
  • Invesco MSCI Sustainable Future ETF made up 0.08% of Rikoon Group's portfolio in Q1 2021, its #198 holding.
  • Rikoon Group first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2020 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.