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Washington Trust’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Washington Trust’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
Q2 		– Sell
-2,694
Closed -$105K – 394
2025
Q1 		$105K Hold
2,694
– – ﹤0.01% 319
2024
Q4 		$109K Hold
2,694
– – ﹤0.01% 330
2024
Q3 		$122K Hold
2,694
– – ﹤0.01% 331
2024
Q2 		$106K Hold
2,694
– – ﹤0.01% 342
2024
Q1 		$114K Hold
2,694
– – ﹤0.01% 338
2023
Q4 		$127K Hold
2,694
– – 0.01% 306
2023
Q3 		$119K Hold
2,694
– – 0.01% 287
2023
Q2 		$132K Hold
2,694
– – 0.01% 292
2023
Q1 		$132K Hold
2,694
– – 0.01% 295
2022
Q4 		$129K Hold
2,694
– – 0.01% 291
2022
Q3 		$131K Buy
2,694
+90
+3% +$5.01K 0.01% 275
2022
Q2 		$140K Hold
2,604
– – 0.01% 277
2022
Q1 		$160K Hold
2,604
– – 0.01% 282
2021
Q4 		$174K Buy
2,604
+354
+16% +$24.1K 0.01% 275
2021
Q3 		$142K Hold
2,250
– – ﹤0.01% 360
2021
Q2 		$156K Hold
2,250
– – ﹤0.01% 345
2021
Q1 		$170K Hold
2,250
– – 0.01% 320
2020
Q4 		$169K Hold
2,250
– – 0.01% 307
2020
Q3 		$132K Hold
2,250
– – ﹤0.01% 308
2020
Q2 		$109K Hold
2,250
– – ﹤0.01% 292
2020
Q1 		$85K Buy
+2,250
New +$105K ﹤0.01% 326

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Washington Trust's ERTH Position: Q2 2025 in Review

Washington Trust sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2025, closing a stake of 2,694 shares — an estimated $105K sold.

Washington Trust first reported a position in ERTH in Q1 2020 and held it in 21 quarters. The position peaked at $174K in Q4 2021. 85 funds tracked by Wall St. Rank hold ERTH as of Q2 2025.

  • Washington Trust reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 2,694 Invesco MSCI Sustainable Future ETF shares in Q2 2025, an estimated $105K.
  • Washington Trust first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2020 and held it in 21 quarters.
  • Washington Trust's Invesco MSCI Sustainable Future ETF position peaked at $174K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.