William Blair & Company
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William Blair & Company’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

William Blair & Company’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
2025
Q2 		– Sell
-600
Closed -$23.3K – 1848
2025
Q1 		$23.3K Buy
+600
New +$24.2K ﹤0.01% 1654
2023
Q3 		– Sell
-2,220
Closed -$109K – 1802
2023
Q2 		$109K Buy
+2,220
New +$105K ﹤0.01% 1506
2018
Q4 		– Sell
-214
Closed -$9K – 1699
2018
Q3 		$9K Buy
+214
New +$9.27K ﹤0.01% 1575

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

William Blair & Company's ERTH Position: Q2 2025 in Review

William Blair & Company sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2025, closing a stake of 600 shares — an estimated $23.3K sold.

William Blair & Company first reported a position in ERTH in Q3 2018 and held it in 3 quarters. The position peaked at $109K in Q2 2023. 85 funds tracked by Wall St. Rank hold ERTH as of Q2 2025.

  • William Blair & Company reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2025 after selling out during the quarter.
  • William Blair & Company sold 600 Invesco MSCI Sustainable Future ETF shares in Q2 2025, an estimated $23.3K.
  • William Blair & Company first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2018 and held it in 3 quarters.
  • William Blair & Company's Invesco MSCI Sustainable Future ETF position peaked at $109K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2025.

Based on William Blair & Company's 13F filing for Q2 2025, filed 24 Jul 2025.