Steigerwald Gordon & Koch’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Steigerwald Gordon & Koch’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	–	Sell	-96	Closed	-$4.53K	–	773
2026 Q1	$4.53K	Hold	96	–	–	﹤0.01%	626
2025 Q4	$4.51K	Hold	96	–	–	﹤0.01%	698
2025 Q3	$4.55K	Buy	+96	New	+$4.31K	﹤0.01%	639

Other funds holding ERTH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Steigerwald Gordon & Koch's ERTH Position: Q2 2026 in Review

Steigerwald Gordon & Koch sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2026, closing a stake of 96 shares — an estimated $4.53K sold.

Steigerwald Gordon & Koch first reported a position in ERTH in Q3 2025 and held it in 3 quarters. The position peaked at $4.55K in Q3 2025. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Steigerwald Gordon & Koch reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2026 after selling out during the quarter.
Steigerwald Gordon & Koch sold 96 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $4.53K.
Steigerwald Gordon & Koch first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2025 and held it in 3 quarters.
Steigerwald Gordon & Koch's Invesco MSCI Sustainable Future ETF position peaked at $4.55K in Q3 2025.
80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.