Rossby Financial’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Rossby Financial’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	$7.62K	Hold	161	–	–	﹤0.01%	1261
2026 Q1	$7.67K	Hold	161	–	–	﹤0.01%	1347
2025 Q4	$7.59K	Hold	161	–	–	﹤0.01%	1008
2025 Q3	$7.77K	Hold	161	–	–	﹤0.01%	906
2025 Q2	$6.84K	Hold	161	–	–	﹤0.01%	852
2025 Q1	$6.37K	Buy	+161	New	+$6.49K	﹤0.01%	778

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

Rossby Financial's ERTH Position: Q2 2026 in Review

Rossby Financial held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 161 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Rossby Financial first reported a position in ERTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.77K in Q3 2025. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Rossby Financial held 161 shares of Invesco MSCI Sustainable Future ETF worth $7.62K as of Q2 2026.
Rossby Financial left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1261 holding.
Rossby Financial first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's Invesco MSCI Sustainable Future ETF position peaked at $7.77K in Q3 2025.
80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.