SOA Wealth Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

SOA Wealth Advisors’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	–	Sell	-376	Closed	-$17.7K	–	877
2025 Q4	$17.7K	Buy	376 +2	+0.5%	+$95	﹤0.01%	524
2025 Q3	$17.8K	Buy	374 +1	+0.3%	+$45	﹤0.01%	538
2025 Q2	$15.8K	Buy	373 +2	+0.5%	+$81	﹤0.01%	543
2025 Q1	$14.4K	Buy	371 +1	+0.3%	+$40	﹤0.01%	518
2024 Q4	$15K	Hold	370	–	–	﹤0.01%	498
2024 Q3	$16.7K	Buy	370 +1	+0.3%	+$42	﹤0.01%	479
2024 Q2	$14.5K	Buy	369 +2	+0.5%	+$82	﹤0.01%	484
2024 Q1	$15.5K	Hold	367	–	–	﹤0.01%	475
2023 Q4	$17.3K	Hold	367	–	–	﹤0.01%	448
2023 Q3	$16.2K	Buy	367 +2	+0.5%	+$97	﹤0.01%	455
2023 Q2	$17.9K	Buy	365 +1	+0.3%	+$47	﹤0.01%	449
2023 Q1	$17.9K	Buy	364 +1	+0.3%	+$50	﹤0.01%	445
2022 Q4	$17.4K	Hold	363	–	–	﹤0.01%	430
2022 Q3	$17K	Buy	363 +4	+1%	+$223	0.01%	412
2022 Q2	$19K	Hold	359	–	–	0.01%	390
2022 Q1	$22K	Hold	359	–	–	0.01%	447
2021 Q4	$23K	Buy	359 +1	+0.3%	+$68	0.01%	422
2021 Q3	$22K	Buy	358 +45	+14%	+$2.98K	0.01%	438
2021 Q2	$21K	Buy	+313	New	+$23K	0.01%	455
2021 Q1	–	Sell	-312	Closed	-$25K	–	834
2020 Q4	$25K	Buy	+312	New	+$20.7K	0.01%	360

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 $935M AUM 27.19% 1-Year Est. Return

SOA Wealth Advisors's ERTH Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2026, closing a stake of 376 shares — an estimated $17.7K sold.

SOA Wealth Advisors first reported a position in ERTH in Q4 2020 and held it in 20 quarters. The position peaked at $25K in Q4 2020. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

SOA Wealth Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2026 after selling out during the quarter.
SOA Wealth Advisors sold 376 Invesco MSCI Sustainable Future ETF shares in Q1 2026, an estimated $17.7K.
SOA Wealth Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2020 and held it in 20 quarters.
SOA Wealth Advisors's Invesco MSCI Sustainable Future ETF position peaked at $25K in Q4 2020.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.