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

SHP 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
2026
Q2 		$426 Hold
9
– – ﹤0.01% 1770
2026
Q1 		$426 Hold
9
– – ﹤0.01% 1651
2025
Q4 		$425 Buy
+9
New +$428 ﹤0.01% 1387

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

SHP Wealth Management's ERTH Position: Q2 2026 in Review

SHP Wealth Management held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 9 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

SHP Wealth Management first reported a position in ERTH in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • SHP Wealth Management held 9 shares of Invesco MSCI Sustainable Future ETF worth $426 as of Q2 2026.
  • SHP Wealth Management left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1770 holding.
  • SHP Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.