Sargent Bickham Lagudis’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$14.1K	Hold	296	–	–	﹤0.01%	667
2022 Q3	$14K	Hold	296	–	–	﹤0.01%	635
2022 Q2	$16K	Hold	296	–	–	﹤0.01%	622
2022 Q1	$18K	Sell	296 -336	-53%	-$20.3K	﹤0.01%	622
2021 Q4	$42K	Hold	632	–	–	﹤0.01%	482
2021 Q3	$40K	Hold	632	–	–	﹤0.01%	486
2021 Q2	$44K	Hold	632	–	–	﹤0.01%	475
2021 Q1	$48K	Hold	632	–	–	﹤0.01%	443
2020 Q4	$47K	Hold	632	–	–	﹤0.01%	434
2020 Q3	$37K	Hold	632	–	–	﹤0.01%	426
2020 Q2	$31K	Sell	632 -201	-24%	-$8.88K	﹤0.01%	424
2020 Q1	$31K	Hold	833	–	–	﹤0.01%	397
2019 Q4	$42K	Buy	833 +235	+39%	+$11K	﹤0.01%	410
2019 Q3	$27K	Sell	598 -177	-23%	-$7.8K	﹤0.01%	425
2019 Q2	$35K	Hold	775	–	–	﹤0.01%	414
2019 Q1	$33K	Hold	775	–	–	﹤0.01%	442
2018 Q4	$29K	Hold	775	–	–	﹤0.01%	435
2018 Q3	$34K	Buy	775 +362	+88%	+$15.7K	﹤0.01%	420
2018 Q2	$17K	Hold	413	–	–	﹤0.01%	515
2018 Q1	$18K	Buy	413 +71	+21%	+$3.1K	﹤0.01%	491
2017 Q4	$14K	Hold	342	–	–	﹤0.01%	549
2017 Q3	$14K	Buy	342 +75	+28%	+$2.97K	﹤0.01%	558
2017 Q2	$10K	Buy	+267	New	+$10K	﹤0.01%	572

Other funds holding ERTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Sargent Bickham Lagudis's ERTH Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q4 2022 at 296 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Sargent Bickham Lagudis first reported a position in ERTH in Q2 2017 and has held it in 23 quarters since. The position peaked at $48K in Q1 2021. 98 funds tracked by Wall St. Rank hold ERTH as of Q4 2022.

Sargent Bickham Lagudis held 296 shares of Invesco MSCI Sustainable Future ETF worth $14.1K as of Q4 2022.
Sargent Bickham Lagudis left its Invesco MSCI Sustainable Future ETF share count unchanged in Q4 2022.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #667 holding.
Sargent Bickham Lagudis first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2017 and has held it in 23 quarters since.
Sargent Bickham Lagudis's Invesco MSCI Sustainable Future ETF position peaked at $48K in Q1 2021.
98 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.