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RAFFA WEALTH MANAGEMENT, LLC’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2014
Q3 		– Sell
-838
Closed -$27.5K – 749
2014
Q2 		$27.5K Hold
838
– – 0.02% 103
2014
Q1 		$27.3K Buy
+838
New +$26.8K 0.02% 101

Other funds holding ERTH

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ERTH Position: Q3 2014 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2014, closing a stake of 838 shares — an estimated $27.5K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ERTH in Q1 2014 and held it in 2 quarters. The position peaked at $27.5K in Q2 2014. 46 funds tracked by Wall St. Rank hold ERTH as of Q3 2014.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2014 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 838 Invesco MSCI Sustainable Future ETF shares in Q3 2014, an estimated $27.5K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2014 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Invesco MSCI Sustainable Future ETF position peaked at $27.5K in Q2 2014.
  • 46 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2014.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2014, filed 27 Jul 2026.