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

WCG 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
2022
Q4 		– Sell
-4,111
Closed -$201K – 190
2022
Q3 		$201K Sell
4,111
-292
-7% -$16.3K 0.03% 275
2022
Q2 		$236K Buy
+4,403
New +$245K 0.03% 239

Other funds holding ERTH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WCG Wealth Advisors's ERTH Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2022, closing a stake of 4,111 shares — an estimated $201K sold.

WCG Wealth Advisors first reported a position in ERTH in Q2 2022 and held it in 2 quarters. The position peaked at $236K in Q2 2022. 98 funds tracked by Wall St. Rank hold ERTH as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 4,111 Invesco MSCI Sustainable Future ETF shares in Q4 2022, an estimated $201K.
  • WCG Wealth Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Invesco MSCI Sustainable Future ETF position peaked at $236K in Q2 2022.
  • 98 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.