SPFA
ERTH icon

Summit Place Financial Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Summit Place Financial 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
2021
Q2 		– Sell
-2,915
Closed -$220K – 105
2021
Q1 		$220K Buy
2,915
+150
+5% +$11.7K 0.18% 99
2020
Q4 		$208K Sell
2,765
-1,330
-32% -$88.1K 0.18% 83
2020
Q3 		$240K Buy
+4,095
New +$227K 0.24% 78

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Summit Place Financial Advisors's ERTH Position: Q2 2021 in Review

Summit Place Financial Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2021, closing a stake of 2,915 shares — an estimated $220K sold.

Summit Place Financial Advisors first reported a position in ERTH in Q3 2020 and held it in 3 quarters. The position peaked at $240K in Q3 2020. 110 funds tracked by Wall St. Rank hold ERTH as of Q2 2021.

  • Summit Place Financial Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2021 after selling out during the quarter.
  • Summit Place Financial Advisors sold 2,915 Invesco MSCI Sustainable Future ETF shares in Q2 2021, an estimated $220K.
  • Summit Place Financial Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2020 and held it in 3 quarters.
  • Summit Place Financial Advisors's Invesco MSCI Sustainable Future ETF position peaked at $240K in Q3 2020.
  • 110 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2021.

Based on Summit Place Financial Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.