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

SageView Advisory 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
2025 Q4	$6.79K	Buy	+144	New	+$6.84K	﹤0.01%	1858
2024 Q2	–	Sell	-34,177	Closed	-$1.31M	–	585
2024 Q1	$1.31M	Buy	+34,177	New	+$1.45M	0.07%	161

Other funds holding ERTH

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

SageView Advisory Group's ERTH Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2025: 144 shares worth $6.79K. The stake represents ﹤0.01% of the portfolio and ranks #1858 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in ERTH as recently as Q1 2024.

SageView Advisory Group first reported a position in ERTH in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.31M in Q1 2024. 85 funds tracked by Wall St. Rank hold ERTH as of Q4 2025.

SageView Advisory Group held 144 shares of Invesco MSCI Sustainable Future ETF worth $6.79K as of Q4 2025.
Invesco MSCI Sustainable Future ETF was a new SageView Advisory Group position in Q4 2025.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1858 holding.
SageView Advisory Group first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2024 and has held it in 2 quarters since.
SageView Advisory Group's Invesco MSCI Sustainable Future ETF position peaked at $1.31M in Q1 2024.
85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.