Winslow Evans & Crocker’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$0	Buy	3,642 +25	+0.7%	+$1.66K	﹤0.01%	1327
2020 Q3	$212K	Buy	+3,617	New	+$201K	0.05%	260
2020 Q2	–	Sell	-150	Closed	-$6K	–	1139
2020 Q1	$6K	Hold	150	–	–	﹤0.01%	805
2019 Q4	$8K	Hold	150	–	–	﹤0.01%	863
2019 Q3	$8K	Hold	150	–	–	﹤0.01%	854
2019 Q2	$8K	Hold	150	–	–	﹤0.01%	869
2019 Q1	$8K	Hold	150	–	–	﹤0.01%	856
2018 Q4	$6K	Hold	150	–	–	﹤0.01%	871
2018 Q3	$8K	Hold	150	–	–	﹤0.01%	830
2018 Q2	$8K	Hold	150	–	–	﹤0.01%	840
2018 Q1	$6.44K	Hold	150	–	–	﹤0.01%	874
2017 Q4	$6.34K	Hold	150	–	–	﹤0.01%	897
2017 Q3	$6.2K	Hold	150	–	–	﹤0.01%	903
2017 Q2	$5.78K	Hold	150	–	–	﹤0.01%	1035
2017 Q1	$5.33K	Sell	150 -336	-69%	-$11.5K	﹤0.01%	1023
2016 Q4	$15.9K	Buy	486 +300	+161%	+$9.7K	﹤0.01%	775
2016 Q3	$6.13K	Hold	186	–	–	﹤0.01%	1020
2016 Q2	$5.48K	Buy	186 +1	+0.5%	+$30	﹤0.01%	1018
2016 Q1	$5.58K	Sell	185 -1	-0.5%	-$28	﹤0.01%	1000
2015 Q4	$5.44K	Hold	186	–	–	﹤0.01%	1046
2015 Q3	$4.88K	Sell	186 -174	-48%	-$5.01K	﹤0.01%	1044
2015 Q2	$11K	Hold	360	–	–	﹤0.01%	911
2015 Q1	$10.8K	Hold	360	–	–	﹤0.01%	865
2014 Q4	$10.4K	Hold	360	–	–	﹤0.01%	876
2014 Q3	$10.6K	Hold	360	–	–	﹤0.01%	883
2014 Q2	$11.8K	Hold	360	–	–	﹤0.01%	815
2014 Q1	$11.7K	Hold	360	–	–	﹤0.01%	806
2013 Q4	$11K	Buy	+360	New	+$10.8K	﹤0.01%	868

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

Winslow Evans & Crocker's ERTH Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 0.69% in Q4 2020, buying an estimated $1.66K and bringing the position to 3,642 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Winslow Evans & Crocker first reported a position in ERTH in Q4 2013 and has held it in 28 quarters since. The position peaked at $212K in Q3 2020. 108 funds tracked by Wall St. Rank hold ERTH as of Q4 2020.

Winslow Evans & Crocker held 3,642 shares of Invesco MSCI Sustainable Future ETF worth $0 as of Q4 2020.
Winslow Evans & Crocker bought 25 Invesco MSCI Sustainable Future ETF shares in Q4 2020, an estimated $1.66K.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1327 holding.
Winslow Evans & Crocker first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2013 and has held it in 28 quarters since.
Winslow Evans & Crocker's Invesco MSCI Sustainable Future ETF position peaked at $212K in Q3 2020.
108 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.