Smartleaf Asset Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Smartleaf Asset 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	$2.32K	Sell	50 -3	-6%	-$144	﹤0.01%	2920
2025 Q4	$2.54K	Sell	53 -1	-2%	-$48	﹤0.01%	2917
2025 Q3	$2.58K	Hold	54	–	–	﹤0.01%	2543
2025 Q2	$2.31K	Buy	54 +47	+671%	+$1.91K	﹤0.01%	2293
2025 Q1	$293	Hold	7	–	–	﹤0.01%	2763
2024 Q4	$306	Hold	7	–	–	﹤0.01%	2837
2024 Q3	$339	Sell	7 -1	-13%	-$42	﹤0.01%	2828
2024 Q2	$340	Sell	8 -392	-98%	-$16.2K	﹤0.01%	2620
2024 Q1	$16.9K	Sell	400 -2,784	-87%	-$118K	﹤0.01%	889
2023 Q4	$151K	Buy	+3,184	New	+$136K	0.04%	363

Other funds holding ERTH

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

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

Smartleaf Asset Management's ERTH Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 5.7% in Q1 2026, selling an estimated $144 and leaving 50 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2920.

Smartleaf Asset Management first reported a position in ERTH in Q4 2023 and has held it in 10 quarters since. The position peaked at $151K in Q4 2023. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

Smartleaf Asset Management held 50 shares of Invesco MSCI Sustainable Future ETF worth $2.32K as of Q1 2026.
Smartleaf Asset Management sold 3 Invesco MSCI Sustainable Future ETF shares in Q1 2026, an estimated $144.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2920 holding.
Smartleaf Asset Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Invesco MSCI Sustainable Future ETF position peaked at $151K in Q4 2023.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.