UBS Group
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UBS Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

UBS Group’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 		$4.51M Sell
95,194
-155
-0.2% -$7.43K ﹤0.01% 4175
2025
Q4 		$4.5M Sell
95,349
-23,107
-20% -$1.1M ﹤0.01% 4146
2025
Q3 		$5.64M Sell
118,456
-1,187
-1% -$53.3K ﹤0.01% 3907
2025
Q2 		$5.08M Sell
119,643
-1,221
-1% -$49.7K ﹤0.01% 3859
2025
Q1 		$4.69M Sell
120,864
-15,040
-11% -$606K ﹤0.01% 3843
2024
Q4 		$5.5M Sell
135,904
-6,729
-5% -$285K ﹤0.01% 3736
2024
Q3 		$6.44M Sell
142,633
-2,362
-2% -$99.1K ﹤0.01% 2809
2024
Q2 		$5.72M Buy
144,995
+6,307
+5% +$260K ﹤0.01% 2737
2024
Q1 		$5.86M Buy
138,688
+4,491
+3% +$190K ﹤0.01% 2798
2023
Q4 		$6.34M Sell
134,197
-1,787
-1% -$76.2K ﹤0.01% 2515
2023
Q3 		$6.02M Buy
135,984
+2,067
+2% +$101K ﹤0.01% 2397
2023
Q2 		$6.56M Sell
133,917
-19,438
-13% -$923K ﹤0.01% 2323
2023
Q1 		$7.53M Sell
153,355
-6,397
-4% -$319K ﹤0.01% 2142
2022
Q4 		$7.63M Sell
159,752
-2,360
-1% -$116K ﹤0.01% 2118
2022
Q3 		$7.9M Buy
162,112
+66,559
+70% +$3.71M ﹤0.01% 1981
2022
Q2 		$5.13M Sell
95,553
-361
-0.4% -$20.1K ﹤0.01% 2357
2022
Q1 		$5.89M Sell
95,914
-17,176
-15% -$1.04M ﹤0.01% 2382
2021
Q4 		$7.54M Buy
113,090
+7,472
+7% +$509K ﹤0.01% 2399
2021
Q3 		$6.69M Buy
105,618
+7,750
+8% +$513K ﹤0.01% 2382
2021
Q2 		$6.77M Buy
97,868
+21,602
+28% +$1.58M ﹤0.01% 2383
2021
Q1 		$5.76M Buy
76,266
+20,322
+36% +$1.58M ﹤0.01% 2454
2020
Q4 		$4.2M Buy
55,944
+22,829
+69% +$1.51M ﹤0.01% 2636
2020
Q3 		$1.94M Buy
33,115
+5,649
+21% +$313K ﹤0.01% 3074
2020
Q2 		$1.35M Buy
27,466
+1,156
+4% +$51.1K ﹤0.01% 3248
2020
Q1 		$991K Sell
26,310
-10,265
-28% -$480K ﹤0.01% 3357
2019
Q4 		$1.83M Buy
36,575
+208
+0.6% +$9.73K ﹤0.01% 3647
2019
Q3 		$1.62M Buy
36,367
+984
+3% +$43.3K ﹤0.01% 3512
2019
Q2 		$1.61M Sell
35,383
-515
-1% -$22.6K ﹤0.01% 3343
2019
Q1 		$1.51M Buy
35,898
+1,889
+6% +$77.2K ﹤0.01% 3241
2018
Q4 		$1.25M Sell
34,009
-2,566
-7% -$101K ﹤0.01% 3474
2018
Q3 		$1.59M Buy
36,575
+2,055
+6% +$89K ﹤0.01% 3421
2018
Q2 		$1.45M Buy
34,520
+5,782
+20% +$251K ﹤0.01% 3449
2018
Q1 		$1.23M Buy
28,738
+346
+1% +$15.1K ﹤0.01% 3546
2017
Q4 		$1.2M Buy
28,392
+2,740
+11% +$115K ﹤0.01% 3625
2017
Q3 		$1.06M Buy
25,652
+10,894
+74% +$431K ﹤0.01% 3660
2017
Q2 		$569K Sell
14,758
-18,245
-55% -$685K ﹤0.01% 4032
2017
Q1 		$1.17M Buy
33,003
+1,711
+5% +$58.8K ﹤0.01% 3401
2016
Q4 		$1.02M Buy
31,292
+339
+1% +$11K ﹤0.01% 3517
2016
Q3 		$1.02M Sell
30,953
-3,389
-10% -$108K ﹤0.01% 3410
2016
Q2 		$1.02M Buy
34,342
+413
+1% +$12.5K ﹤0.01% 3365
2016
Q1 		$1.02M Buy
33,929
+3,195
+10% +$88.7K ﹤0.01% 3230
2015
Q4 		$904K Sell
30,734
-3,401
-10% -$98.5K ﹤0.01% 3492
2015
Q3 		$901K Buy
34,135
+2,149
+7% +$61.9K ﹤0.01% 3450
2015
Q2 		$974K Buy
31,986
+359
+1% +$11.1K ﹤0.01% 3592
2015
Q1 		$951K Sell
31,627
-650
-2% -$19.1K ﹤0.01% 3619
2014
Q4 		$934K Buy
+32,277
New +$928K ﹤0.01% 3623

Other funds holding ERTH

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 $1.03B AUM 36.74% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

UBS Group's ERTH Position: Q1 2026 in Review

UBS Group reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 0.16% in Q1 2026, selling an estimated $7.43K and leaving 95,194 shares worth $4.51M. The position accounts for ﹤0.01% of the portfolio, ranked #4175.

UBS Group first reported a position in ERTH in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.9M in Q3 2022. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

  • UBS Group held 95,194 shares of Invesco MSCI Sustainable Future ETF worth $4.51M as of Q1 2026.
  • UBS Group sold 155 Invesco MSCI Sustainable Future ETF shares in Q1 2026, an estimated $7.43K.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4175 holding.
  • UBS Group first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco MSCI Sustainable Future ETF position peaked at $7.9M in Q3 2022.
  • 86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.