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

Vontobel Swiss Wealth 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
2019 Q1	–	Sell	-7,175	Closed	-$255K	–	64
2018 Q4	$255K	Sell	7,175 -1,340	-16%	-$52.5K	0.19%	63
2018 Q3	$357K	Buy	8,515 +550	+7%	+$23.8K	0.21%	57
2018 Q2	$335K	Buy	7,965 +1,425	+22%	+$61.8K	0.19%	57
2018 Q1	$281K	Buy	6,540 +251	+4%	+$11K	0.15%	66
2017 Q4	$266K	Buy	+6,289	New	+$264K	0.16%	70

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

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

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's ERTH Position: Q1 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2019, closing a stake of 7,175 shares — an estimated $255K sold.

Vontobel Swiss Wealth Advisors first reported a position in ERTH in Q4 2017 and held it in 5 quarters. The position peaked at $357K in Q3 2018. 59 funds tracked by Wall St. Rank hold ERTH as of Q1 2019.

Vontobel Swiss Wealth Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 7,175 Invesco MSCI Sustainable Future ETF shares in Q1 2019, an estimated $255K.
Vontobel Swiss Wealth Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2017 and held it in 5 quarters.
Vontobel Swiss Wealth Advisors's Invesco MSCI Sustainable Future ETF position peaked at $357K in Q3 2018.
59 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2019, filed 2 May 2019.