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Romano Brothers & Co’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-125
Closed -$5.97K – 498
2022
Q4 		$5.97K Buy
+125
New +$6.12K ﹤0.01% 808

Other funds holding ERTH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Romano Brothers & Co's ERTH Position: Q1 2023 in Review

Romano Brothers & Co sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2023, closing a stake of 125 shares — an estimated $5.97K sold.

Romano Brothers & Co first reported a position in ERTH in Q4 2022 and held it in 1 quarter. The position peaked at $5.97K in Q4 2022. 97 funds tracked by Wall St. Rank hold ERTH as of Q1 2023.

  • Romano Brothers & Co reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 125 Invesco MSCI Sustainable Future ETF shares in Q1 2023, an estimated $5.97K.
  • Romano Brothers & Co first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Invesco MSCI Sustainable Future ETF position peaked at $5.97K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.