Vontobel Holding’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Vontobel Holding’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
2022 Q2	–	Sell	-6,000	Closed	-$369K	–	1056
2022 Q1	$369K	Hold	6,000	–	–	﹤0.01%	872
2021 Q4	$400K	Hold	6,000	–	–	﹤0.01%	857
2021 Q3	$380K	Sell	6,000 -9,900	-62%	-$655K	﹤0.01%	878
2021 Q2	$1.1M	Hold	15,900	–	–	0.01%	569
2021 Q1	$1.2M	Hold	15,900	–	–	0.01%	491
2020 Q4	$1.2M	Buy	+15,900	New	+$1.05M	0.01%	502

Other funds holding ERTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Vontobel Holding's ERTH Position: Q2 2022 in Review

Vontobel Holding sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2022, closing a stake of 6,000 shares — an estimated $369K sold.

Vontobel Holding first reported a position in ERTH in Q4 2020 and held it in 6 quarters. The position peaked at $1.2M in Q1 2021. 105 funds tracked by Wall St. Rank hold ERTH as of Q2 2022.

Vontobel Holding reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2022 after selling out during the quarter.
Vontobel Holding sold 6,000 Invesco MSCI Sustainable Future ETF shares in Q2 2022, an estimated $369K.
Vontobel Holding first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2020 and held it in 6 quarters.
Vontobel Holding's Invesco MSCI Sustainable Future ETF position peaked at $1.2M in Q1 2021.
105 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2022.

Based on Vontobel Holding's 13F filing for Q2 2022, filed 27 Jul 2022.