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

WealthSpring 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
2023 Q3	$224K	Buy	5,064 +8	+0.2%	+$389	0.17%	65
2023 Q2	$248K	Sell	5,056 -390	-7%	-$18.5K	0.18%	63
2023 Q1	$267K	Sell	5,446 -240	-4%	-$12K	0.21%	59
2022 Q4	$272K	Sell	5,686 -372	-6%	-$18.2K	0.21%	62
2022 Q3	$295K	Buy	+6,058	New	+$337K	0.26%	56

Other funds holding ERTH

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

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

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

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

WealthSpring Partners's ERTH Position: Q3 2023 in Review

WealthSpring Partners increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 0.16% in Q3 2023, buying an estimated $389 and bringing the position to 5,064 shares worth $224K. The position accounts for 0.17% of the portfolio, ranked #65.

WealthSpring Partners first reported a position in ERTH in Q3 2022 and has held it in 5 quarters since. The position peaked at $295K in Q3 2022. 98 funds tracked by Wall St. Rank hold ERTH as of Q3 2023.

WealthSpring Partners held 5,064 shares of Invesco MSCI Sustainable Future ETF worth $224K as of Q3 2023.
WealthSpring Partners bought 8 Invesco MSCI Sustainable Future ETF shares in Q3 2023, an estimated $389.
Invesco MSCI Sustainable Future ETF made up 0.17% of WealthSpring Partners's portfolio in Q3 2023, its #65 holding.
WealthSpring Partners first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2022 and has held it in 5 quarters since.
WealthSpring Partners's Invesco MSCI Sustainable Future ETF position peaked at $295K in Q3 2022.
98 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.