Wealthsimple US
ERTH icon

Wealthsimple US’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Wealthsimple US’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
2020
Q3 		– Sell
-7,491
Closed -$368K – 26
2020
Q2 		$368K Sell
7,491
-3,142
-30% -$139K 0.28% 24
2020
Q1 		$400K Sell
10,633
-89,072
-89% -$4.16M 0.35% 23
2019
Q4 		$4.98M Buy
+99,705
New +$4.67M 3.96% 13

Other funds holding ERTH

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Trust
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Pictet Asset Management (UK)
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wealthsimple US's ERTH Position: Q3 2020 in Review

Wealthsimple US sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2020, closing a stake of 7,491 shares — an estimated $368K sold.

Wealthsimple US first reported a position in ERTH in Q4 2019 and held it in 3 quarters. The position peaked at $4.98M in Q4 2019. 74 funds tracked by Wall St. Rank hold ERTH as of Q3 2020.

  • Wealthsimple US reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2020 after selling out during the quarter.
  • Wealthsimple US sold 7,491 Invesco MSCI Sustainable Future ETF shares in Q3 2020, an estimated $368K.
  • Wealthsimple US first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2019 and held it in 3 quarters.
  • Wealthsimple US's Invesco MSCI Sustainable Future ETF position peaked at $4.98M in Q4 2019.
  • 74 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2020.

Based on Wealthsimple US's 13F filing for Q3 2020, filed 9 Nov 2020.