WCWM
ERTH icon

Willow Creek Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Willow Creek Wealth Management’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
Q3 		$202K Buy
+4,241
New +$190K 0.02% 177
2022
Q3 		– Sell
-4,161
Closed -$223K – 123
2022
Q2 		$223K Buy
4,161
+2
+0% +$111 0.04% 113
2022
Q1 		$256K Sell
4,159
-500
-11% -$30.2K 0.05% 104
2021
Q4 		$311K Hold
4,659
– – 0.06% 95
2021
Q3 		$295K Sell
4,659
-949
-17% -$62.8K 0.07% 91
2021
Q2 		$388K Buy
5,608
+45
+0.8% +$3.3K 0.09% 68
2021
Q1 		$420K Buy
5,563
+200
+4% +$15.6K 0.15% 47
2020
Q4 		$403K Sell
5,363
-393
-7% -$26K 0.15% 44
2020
Q3 		$337K Hold
5,756
– – 0.14% 49
2020
Q2 		$283K Buy
5,756
+1
+0% +$44 0.13% 52
2020
Q1 		$217K Sell
5,755
-227
-4% -$10.6K 0.11% 60
2019
Q4 		$299K Sell
5,982
-3,238
-35% -$152K 0.14% 58
2019
Q3 		$411K Buy
9,220
+62
+0.7% +$2.73K 0.19% 39
2019
Q2 		$418K Sell
9,158
-112
-1% -$4.92K 0.2% 40
2019
Q1 		$391K Hold
9,270
– – 0.2% 41
2018
Q4 		$341K Hold
9,270
– – 0.18% 42
2018
Q3 		$404K Sell
9,270
-85
-0.9% -$3.68K 0.23% 40
2018
Q2 		$394K Sell
9,355
-60
-0.6% -$2.6K 0.22% 38
2018
Q1 		$404K Buy
+9,415
New +$411K 0.22% 40
2016
Q3 		– Sell
-11,127
Closed -$330K – 20
2016
Q2 		$330K Sell
11,127
-168
-1% -$5.07K 0.27% 18
2016
Q1 		$340K Hold
11,295
– – 0.31% 16
2015
Q4 		$332K Hold
11,295
– – 0.3% 17
2015
Q3 		$298K Hold
11,295
– – 0.28% 17
2015
Q2 		$344K Sell
11,295
-91
-0.8% -$2.83K 0.32% 15
2015
Q1 		$342K Sell
11,386
-70
-0.6% -$2.05K 0.32% 13
2014
Q4 		$332K Buy
+11,456
New +$329K 0.32% 14

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Willow Creek Wealth Management's ERTH Position: Q3 2025 in Review

Willow Creek Wealth Management opened a new position in Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2025: 4,241 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #177 among its holdings. This is a return to the name: Willow Creek Wealth Management previously reported a position in ERTH as recently as Q2 2022.

Willow Creek Wealth Management first reported a position in ERTH in Q4 2014 and has held it in 26 quarters since. The position peaked at $420K in Q1 2021. 83 funds tracked by Wall St. Rank hold ERTH as of Q3 2025.

  • Willow Creek Wealth Management held 4,241 shares of Invesco MSCI Sustainable Future ETF worth $202K as of Q3 2025.
  • Invesco MSCI Sustainable Future ETF was a new Willow Creek Wealth Management position in Q3 2025.
  • Invesco MSCI Sustainable Future ETF made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #177 holding.
  • Willow Creek Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2014 and has held it in 26 quarters since.
  • Willow Creek Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $420K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.