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

Evercore 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
2018 Q1	–	Sell	-1,500	Closed	-$63K	–	476
2017 Q4	$63K	Hold	1,500	–	–	﹤0.01%	544
2017 Q3	$62K	Buy	+1,500	New	+$59.4K	﹤0.01%	543
2016 Q2	–	Sell	-325	Closed	-$10K	–	1022
2016 Q1	$10K	Hold	325	–	–	﹤0.01%	805
2015 Q4	$10K	Hold	325	–	–	﹤0.01%	850
2015 Q3	$9K	Hold	325	–	–	﹤0.01%	848
2015 Q2	$10K	Hold	325	–	–	﹤0.01%	902
2015 Q1	$10K	Buy	+325	New	+$9.53K	﹤0.01%	859
2014 Q4	–	Sell	-325	Closed	-$10K	–	893
2014 Q3	$10K	Hold	325	–	–	﹤0.01%	816
2014 Q2	$11K	Sell	325 -65	-17%	-$2.1K	﹤0.01%	823
2014 Q1	$13K	Sell	390 -615	-61%	-$19.7K	﹤0.01%	803
2013 Q4	$32K	Hold	1,005	–	–	﹤0.01%	618
2013 Q3	$30K	Buy	1,005 +185	+23%	+$5.08K	﹤0.01%	628
2013 Q2	$21K	Buy	+820	New	+$21K	﹤0.01%	654

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evercore Wealth Management's ERTH Position: Q1 2018 in Review

Evercore Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2018, closing a stake of 1,500 shares — an estimated $63K sold.

Evercore Wealth Management first reported a position in ERTH in Q2 2013 and held it in 13 quarters. The position peaked at $63K in Q4 2017. 64 funds tracked by Wall St. Rank hold ERTH as of Q1 2018.

Evercore Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,500 Invesco MSCI Sustainable Future ETF shares in Q1 2018, an estimated $63K.
Evercore Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2013 and held it in 13 quarters.
Evercore Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $63K in Q4 2017.
64 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.