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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
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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

SHP Wealth Management's ERTH Position: Q1 2026 in Review

SHP Wealth Management held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q1 2026 at 9 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

SHP Wealth Management first reported a position in ERTH in Q4 2025 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

  • SHP Wealth Management held 9 shares of Invesco MSCI Sustainable Future ETF worth $426 as of Q1 2026.
  • SHP Wealth Management left its Invesco MSCI Sustainable Future ETF share count unchanged in Q1 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1651 holding.
  • SHP Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2025 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.