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

WealthCollab’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
2026
Q1 		$106K Hold
2,238
– – 0.04% 116
2025
Q4 		$106K Hold
2,238
– – 0.04% 117
2025
Q3 		$107K Hold
2,238
– – 0.05% 105
2025
Q2 		$95.1K Hold
2,238
– – 0.05% 110
2025
Q1 		$86.9K Sell
2,238
-419
-16% -$16.9K 0.05% 108
2024
Q4 		$107K Hold
2,657
– – 0.07% 91
2024
Q3 		$120K Hold
2,657
– – 0.08% 87
2024
Q2 		$105K Buy
2,657
+256
+11% +$10.6K 0.08% 86
2024
Q1 		$101K Hold
2,401
– – 0.07% 89
2023
Q4 		$113K Buy
+2,401
New +$102K 0.09% 79

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

WealthCollab's ERTH Position: Q1 2026 in Review

WealthCollab held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q1 2026 at 2,238 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #116.

WealthCollab first reported a position in ERTH in Q4 2023 and has held it in 10 quarters since. The position peaked at $120K in Q3 2024. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

  • WealthCollab held 2,238 shares of Invesco MSCI Sustainable Future ETF worth $106K as of Q1 2026.
  • WealthCollab left its Invesco MSCI Sustainable Future ETF share count unchanged in Q1 2026.
  • Invesco MSCI Sustainable Future ETF made up 0.04% of WealthCollab's portfolio in Q1 2026, its #116 holding.
  • WealthCollab first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's Invesco MSCI Sustainable Future ETF position peaked at $120K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.