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 Q2	–	Sell	-930	Closed	-$44.1K	–	445
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 $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

WealthShield Partners's ERTH Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2026, closing a stake of 930 shares — an estimated $44.1K sold.

WealthShield Partners first reported a position in ERTH in Q1 2023 and held it in 13 quarters. The position peaked at $53.8K in Q1 2024. 79 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

WealthShield Partners reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 930 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $44.1K.
WealthShield Partners first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2023 and held it in 13 quarters.
WealthShield Partners's Invesco MSCI Sustainable Future ETF position peaked at $53.8K in Q1 2024.
79 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.