WealthShield Partners’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

WealthShield Partners’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	$44.1K	Sell	930 -105	-10%	-$5.03K	﹤0.01%	456
2025 Q4	$48.8K	Hold	1,035	–	–	0.01%	434
2025 Q3	$49.3K	Hold	1,035	–	–	0.01%	430
2025 Q2	$44K	Hold	1,035	–	–	0.01%	428
2025 Q1	$40.2K	Sell	1,035 -10	-1%	-$403	0.01%	421
2024 Q4	$42.3K	Sell	1,045 -59	-5%	-$2.5K	0.01%	386
2024 Q3	$49.8K	Hold	1,104	–	–	0.01%	387
2024 Q2	$43.6K	Sell	1,104 -170	-13%	-$7.01K	0.01%	362
2024 Q1	$53.8K	Buy	1,274 +269	+27%	+$11.4K	0.01%	349
2023 Q4	$47.6K	Buy	1,005 +70	+7%	+$2.99K	0.01%	363
2023 Q3	$41.4K	Buy	935 +98	+12%	+$4.77K	0.01%	380
2023 Q2	$41K	Buy	837 +119	+17%	+$5.65K	0.01%	391
2023 Q1	$35.3K	Buy	+718	New	+$35.8K	0.01%	395

Other funds holding ERTH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

WealthShield Partners's ERTH Position: Q1 2026 in Review

WealthShield Partners reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 10% in Q1 2026, selling an estimated $5.03K and leaving 930 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

WealthShield Partners first reported a position in ERTH in Q1 2023 and has held it in 13 quarters since. The position peaked at $53.8K in Q1 2024. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

WealthShield Partners held 930 shares of Invesco MSCI Sustainable Future ETF worth $44.1K as of Q1 2026.
WealthShield Partners sold 105 Invesco MSCI Sustainable Future ETF shares in Q1 2026, an estimated $5.03K.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #456 holding.
WealthShield Partners first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2023 and has held it in 13 quarters since.
WealthShield Partners's Invesco MSCI Sustainable Future ETF position peaked at $53.8K in Q1 2024.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.