W
ERTH icon

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

Wealthsimple’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
Q3 		$335K Sell
6,875
-21
-0.3% -$1.17K 0.01% 28
2022
Q2 		$370K Sell
6,896
-206
-3% -$11.5K 0.01% 25
2022
Q1 		$436K Buy
7,102
+415
+6% +$25K 0.01% 26
2021
Q4 		$446K Buy
+6,687
New +$455K 0.02% 22

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
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
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

Wealthsimple's ERTH Position: Q3 2022 in Review

Wealthsimple reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 0.3% in Q3 2022, selling an estimated $1.17K and leaving 6,875 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #28.

Wealthsimple first reported a position in ERTH in Q4 2021 and has held it in 4 quarters since. The position peaked at $446K in Q4 2021. 99 funds tracked by Wall St. Rank hold ERTH as of Q3 2022.

  • Wealthsimple held 6,875 shares of Invesco MSCI Sustainable Future ETF worth $335K as of Q3 2022.
  • Wealthsimple sold 21 Invesco MSCI Sustainable Future ETF shares in Q3 2022, an estimated $1.17K.
  • Invesco MSCI Sustainable Future ETF made up 0.01% of Wealthsimple's portfolio in Q3 2022, its #28 holding.
  • Wealthsimple first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's Invesco MSCI Sustainable Future ETF position peaked at $446K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.