Welch & Forbes’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Welch & Forbes’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 Q2	–	Sell	-3,600	Closed	-$221K	–	386
2022 Q1	$221K	Hold	3,600	–	–	﹤0.01%	367
2021 Q4	$240K	Hold	3,600	–	–	﹤0.01%	363
2021 Q3	$228K	Hold	3,600	–	–	﹤0.01%	374
2021 Q2	$249K	Hold	3,600	–	–	﹤0.01%	365
2021 Q1	$272K	Hold	3,600	–	–	0.01%	351
2020 Q4	$270K	Hold	3,600	–	–	0.01%	348
2020 Q3	$211K	Buy	+3,600	New	+$200K	﹤0.01%	339

Other funds holding ERTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

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

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

AWM

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

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

Welch & Forbes's ERTH Position: Q2 2022 in Review

Welch & Forbes sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2022, closing a stake of 3,600 shares — an estimated $221K sold.

Welch & Forbes first reported a position in ERTH in Q3 2020 and held it in 7 quarters. The position peaked at $272K in Q1 2021. 105 funds tracked by Wall St. Rank hold ERTH as of Q2 2022.

Welch & Forbes reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2022 after selling out during the quarter.
Welch & Forbes sold 3,600 Invesco MSCI Sustainable Future ETF shares in Q2 2022, an estimated $221K.
Welch & Forbes first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2020 and held it in 7 quarters.
Welch & Forbes's Invesco MSCI Sustainable Future ETF position peaked at $272K in Q1 2021.
105 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2022.

Based on Welch & Forbes's 13F filing for Q2 2022, filed 22 Jul 2022.