South Shore Capital Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

South Shore Capital 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
2022 Q3	$296K	Buy	6,072 +24	+0.4%	+$1.34K	0.69%	48
2022 Q2	$325K	Buy	6,048 +2	+0%	+$111	0.68%	48
2022 Q1	$371K	Buy	6,046 +40	+0.7%	+$2.41K	0.6%	53
2021 Q4	$401K	Buy	6,006 +6	+0.1%	+$408	0.65%	54
2021 Q3	$380K	Buy	6,000 +94	+2%	+$6.22K	0.69%	56
2021 Q2	$409K	Buy	5,906 +429	+8%	+$31.5K	0.72%	50
2021 Q1	$414K	Sell	5,477 -137	-2%	-$10.7K	0.41%	67
2020 Q4	$422K	Buy	+5,614	New	+$372K	0.42%	62

Other funds holding ERTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

AWM

Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

South Shore Capital Advisors's ERTH Position: Q3 2022 in Review

South Shore Capital Advisors increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 0.4% in Q3 2022, buying an estimated $1.34K and bringing the position to 6,072 shares worth $296K. The position accounts for 0.69% of the portfolio, ranked #48.

South Shore Capital Advisors first reported a position in ERTH in Q4 2020 and has held it in 8 quarters since. The position peaked at $422K in Q4 2020. 99 funds tracked by Wall St. Rank hold ERTH as of Q3 2022.

South Shore Capital Advisors held 6,072 shares of Invesco MSCI Sustainable Future ETF worth $296K as of Q3 2022.
South Shore Capital Advisors bought 24 Invesco MSCI Sustainable Future ETF shares in Q3 2022, an estimated $1.34K.
Invesco MSCI Sustainable Future ETF made up 0.69% of South Shore Capital Advisors's portfolio in Q3 2022, its #48 holding.
South Shore Capital Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2020 and has held it in 8 quarters since.
South Shore Capital Advisors's Invesco MSCI Sustainable Future ETF position peaked at $422K in Q4 2020.
99 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.