Braver Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Braver Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-24,956	Closed	-$985K	–	137
2016 Q1	$985K	Buy	+24,956	New	+$945K	0.16%	83
2015 Q3	–	Sell	-24,837	Closed	-$1.01M	–	76
2015 Q2	$1.01M	Hold	24,837	–	–	0.24%	61
2015 Q1	$1.01M	Hold	24,837	–	–	0.21%	64
2014 Q4	$996K	Buy	+24,837	New	+$988K	0.2%	59

Other funds holding AOR

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Braver Wealth Management's AOR Position: Q2 2016 in Review

Braver Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2016, closing a stake of 24,956 shares — an estimated $985K sold.

Braver Wealth Management first reported a position in AOR in Q4 2014 and held it in 4 quarters. The position peaked at $1.01M in Q1 2015. 96 funds tracked by Wall St. Rank hold AOR as of Q2 2016.

Braver Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2016 after selling out during the quarter.
Braver Wealth Management sold 24,956 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2016, an estimated $985K.
Braver Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2014 and held it in 4 quarters.
Braver Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.01M in Q1 2015.
96 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2016.

Based on Braver Wealth Management's 13F filing for Q2 2016, filed 13 Jul 2016.