Millstone Evans Group, LLC ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF

Ownership history in Millstone Evans Group, LLC  ·  6 quarters on record

AI Ownership Summary

Millstone Evans Group, LLC reported INVESCO MSCI SUSTAINABLE FUTURE ETF (ERTH) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2025 Q3. The latest visible filing shows ERTH at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ERTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Millstone Evans Group, LLC's position in INVESCO MSCI SUSTAINABLE FUTURE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ERTH was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Millstone Evans Group, LLC held ERTH — position size vs. price
% of Fund (quarterly)    ERTH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,950 0% 0.11% $187K 2026-04-30 $49.76
2025 Q4 UNCHANGED 3,950 0% 0.11% $186K 2026-02-02 $47.56
2025 Q3 UNCHANGED 3,950 0% 0.12% $188K 2025-10-30 $47.71
2025 Q2 UNCHANGED 3,950 0% 0.11% $168K 2025-08-13 $44.13
2025 Q1 REDUCED 3,950 -90 -2.2% 0.10% $153K 2025-05-05 $39.40
2024 Q4 INITIATED 4,040 0.11% $163K 2025-02-11 $39.49

FAQ About Millstone Evans Group, LLC and ERTH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Millstone Evans Group, LLC reported owning ERTH?

Millstone Evans Group, LLC reported ERTH across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ERTH position in Millstone Evans Group, LLC's portfolio?

The largest reported portfolio weight for ERTH was 0.12% in 2025 Q3.

What is the latest reported ERTH position on this page?

The most recent filing on this page is 2026 Q1, when Millstone Evans Group, LLC reported 3,950 shares, equal to 0.11% of portfolio, with an estimated market value of $187K.

What does the chart on this ERTH ownership page compare?

The chart compares Millstone Evans Group, LLC's quarterly ERTH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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