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
2026 Q1	–	Sell	-144	Closed	-$6.79K	–	1158
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 $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

SageView Advisory Group's ERTH Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2026, closing a stake of 144 shares — an estimated $6.79K sold.

SageView Advisory Group first reported a position in ERTH in Q1 2024 and held it in 2 quarters. The position peaked at $1.31M in Q1 2024. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

SageView Advisory Group reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 144 Invesco MSCI Sustainable Future ETF shares in Q1 2026, an estimated $6.79K.
SageView Advisory Group first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2024 and held it in 2 quarters.
SageView Advisory Group's Invesco MSCI Sustainable Future ETF position peaked at $1.31M in Q1 2024.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.