WCG
ECOZ

Weaver Consulting Group’s TrueShares ESG Active Opportunities ETF ECOZ Stock Holding History

Weaver Consulting Group’s Portfolio ECOZ Stock Details ECOZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-907
Closed -$28K – 976
2020
Q3 		$28K Hold
907
– – 0.02% 350
2020
Q2 		$25K Buy
+907
New +$23.2K 0.01% 359

Other funds holding ECOZ

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BA
Ballast Advisors Woodbury, Minnesota $344M AUM 16.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Weaver Consulting Group's ECOZ Position: Q4 2020 in Review

Weaver Consulting Group sold out of TrueShares ESG Active Opportunities ETF (ECOZ) in Q4 2020, closing a stake of 907 shares — an estimated $28K sold.

Weaver Consulting Group first reported a position in ECOZ in Q2 2020 and held it in 2 quarters. The position peaked at $28K in Q3 2020. 5 funds tracked by Wall St. Rank hold ECOZ as of Q4 2020.

  • Weaver Consulting Group reported no remaining TrueShares ESG Active Opportunities ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 907 TrueShares ESG Active Opportunities ETF shares in Q4 2020, an estimated $28K.
  • Weaver Consulting Group first reported a position in TrueShares ESG Active Opportunities ETF in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's TrueShares ESG Active Opportunities ETF position peaked at $28K in Q3 2020.
  • 5 funds tracked by Wall St. Rank held TrueShares ESG Active Opportunities ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.