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

Braver 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
2014
Q1 		– Sell
-7,648
Closed -$243K – 78
2013
Q4 		$243K Sell
7,648
-520
-6% -$15.6K 0.08% 71
2013
Q3 		$237K Hold
8,168
– – 0.08% 77
2013
Q2 		$207K Buy
+8,168
New +$209K 0.1% 64

Other funds holding ERTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NFG
Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return

Braver Wealth Management's ERTH Position: Q1 2014 in Review

Braver Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2014, closing a stake of 7,648 shares — an estimated $243K sold.

Braver Wealth Management first reported a position in ERTH in Q2 2013 and held it in 3 quarters. The position peaked at $243K in Q4 2013. 48 funds tracked by Wall St. Rank hold ERTH as of Q1 2014.

  • Braver Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2014 after selling out during the quarter.
  • Braver Wealth Management sold 7,648 Invesco MSCI Sustainable Future ETF shares in Q1 2014, an estimated $243K.
  • Braver Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2013 and held it in 3 quarters.
  • Braver Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $243K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2014.

Based on Braver Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.