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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
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
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 $377B AUM 19.32% 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 $935M AUM 27.19% 1-Year Est. Return

Steigerwald Gordon & Koch's ERTH Position: Q1 2026 in Review

Steigerwald Gordon & Koch held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q1 2026 at 96 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Steigerwald Gordon & Koch first reported a position in ERTH in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.55K in Q3 2025. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

  • Steigerwald Gordon & Koch held 96 shares of Invesco MSCI Sustainable Future ETF worth $4.53K as of Q1 2026.
  • Steigerwald Gordon & Koch left its Invesco MSCI Sustainable Future ETF share count unchanged in Q1 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #626 holding.
  • Steigerwald Gordon & Koch first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2025 and has held it in 3 quarters since.
  • Steigerwald Gordon & Koch's Invesco MSCI Sustainable Future ETF position peaked at $4.55K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.