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RWA Wealth Partners’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-348
Closed -$15K – 378
2018
Q2 		$15K Hold
348
– – ﹤0.01% 564
2018
Q1 		$15K Buy
+348
New +$15.2K ﹤0.01% 424

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

RWA Wealth Partners's ERTH Position: Q3 2018 in Review

RWA Wealth Partners sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2018, closing a stake of 348 shares — an estimated $15K sold.

RWA Wealth Partners first reported a position in ERTH in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 64 funds tracked by Wall St. Rank hold ERTH as of Q3 2018.

  • RWA Wealth Partners reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 348 Invesco MSCI Sustainable Future ETF shares in Q3 2018, an estimated $15K.
  • RWA Wealth Partners first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Invesco MSCI Sustainable Future ETF position peaked at $15K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.