Ecofin Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Ecofin Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-170,000	Closed	-$24M	–	33
2017 Q2	$24M	Buy	+170,000	New	+$23.5M	5.72%	5

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ecofin Advisors's IWM Position: Q2 2017 in Review

Ecofin Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2017, closing a stake of 890 shares — an estimated $123K sold.

Ecofin Advisors first reported a position in IWM in Q1 2017 and held it in 1 quarter. The position peaked at $58K in Q1 2017. 1,082 funds tracked by Wall St. Rank hold IWM as of Q2 2017.

Ecofin Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2017 after selling out during the quarter.
Ecofin Advisors sold 890 iShares Russell 2000 ETF shares in Q2 2017, an estimated $123K.
Ecofin Advisors first reported a position in iShares Russell 2000 ETF in Q1 2017 and held it in 1 quarter.
Ecofin Advisors's iShares Russell 2000 ETF position peaked at $58K in Q1 2017.
1,082 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2017.

Based on Ecofin Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.