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Selective Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Selective Wealth Management’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
2021
Q2 		– Sell
-50
Closed -$4K – 514
2021
Q1 		$4K Buy
+50
New +$3.89K ﹤0.01% 323

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
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Selective Wealth Management's ERTH Position: Q2 2021 in Review

Selective Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2021, closing a stake of 50 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in ERTH in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 110 funds tracked by Wall St. Rank hold ERTH as of Q2 2021.

  • Selective Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2021 after selling out during the quarter.
  • Selective Wealth Management sold 50 Invesco MSCI Sustainable Future ETF shares in Q2 2021, an estimated $4K.
  • Selective Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2021 and held it in 1 quarter.
  • Selective Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $4K in Q1 2021.
  • 110 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.