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Union Bancaire Privee’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Union Bancaire Privee’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
2025
Q1 		– Sell
-565
Closed -$23.1K – 531
2024
Q4 		$23.1K Buy
+565
New +$23.9K ﹤0.01% 518

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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

Union Bancaire Privee's ERTH Position: Q1 2025 in Review

Union Bancaire Privee sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2025, closing a stake of 565 shares — an estimated $23.1K sold.

Union Bancaire Privee first reported a position in ERTH in Q4 2024 and held it in 1 quarter. The position peaked at $23.1K in Q4 2024. 85 funds tracked by Wall St. Rank hold ERTH as of Q1 2025.

  • Union Bancaire Privee reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2025 after selling out during the quarter.
  • Union Bancaire Privee sold 565 Invesco MSCI Sustainable Future ETF shares in Q1 2025, an estimated $23.1K.
  • Union Bancaire Privee first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2024 and held it in 1 quarter.
  • Union Bancaire Privee's Invesco MSCI Sustainable Future ETF position peaked at $23.1K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2025.

Based on Union Bancaire Privee's 13F filing for Q1 2025, filed 16 Apr 2025.