Simply Money Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Simply Money Advisors’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
2013 Q4	–	Sell	-278	Closed	-$8K	–	100
2013 Q3	$8K	Hold	278	–	–	﹤0.01%	70
2013 Q2	$7K	Buy	+278	New	+$7.12K	﹤0.01%	196

Other funds holding ERTH

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWA

Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

UBS Zurich, Switzerland $136B AUM 16.36% 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

Simply Money Advisors's ERTH Position: Q4 2013 in Review

Simply Money Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2013, closing a stake of 278 shares — an estimated $8K sold.

Simply Money Advisors first reported a position in ERTH in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 48 funds tracked by Wall St. Rank hold ERTH as of Q4 2013.

Simply Money Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2013 after selling out during the quarter.
Simply Money Advisors sold 278 Invesco MSCI Sustainable Future ETF shares in Q4 2013, an estimated $8K.
Simply Money Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2013 and held it in 2 quarters.
Simply Money Advisors's Invesco MSCI Sustainable Future ETF position peaked at $8K in Q3 2013.
48 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.