Braver Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$1.1M	Buy	31,438 +4,928	+19%	+$178K	0.18%	92
2016 Q3	$993K	Buy	26,510 +992	+4%	+$36.3K	0.17%	85
2016 Q2	$877K	Sell	25,518 -1,678	-6%	-$56.3K	0.15%	78
2016 Q1	$931K	Sell	27,196 -171,165	-86%	-$5.3M	0.15%	85
2015 Q4	$6.38M	Buy	198,361 +63,438	+47%	+$2.18M	1.31%	16
2015 Q3	$4.42M	Sell	134,923 -23,873	-15%	-$843K	1.1%	21
2015 Q2	$6.29M	Sell	158,796 -8,245	-5%	-$345K	1.53%	15
2015 Q1	$6.7M	Sell	167,041 -870	-0.5%	-$34.6K	1.38%	17
2014 Q4	$6.6M	Buy	167,911 +36,457	+28%	+$1.48M	1.35%	19
2014 Q3	$5.46M	Buy	131,454 +4,754	+4%	+$210K	1.64%	14
2014 Q2	$5.48M	Sell	126,700 -3,110	-2%	-$132K	1.41%	16
2014 Q1	$5.32M	Buy	129,810 +923	+0.7%	+$36.2K	1.53%	15
2013 Q4	$5.39M	Buy	128,887 +13,184	+11%	+$552K	1.86%	11
2013 Q3	$4.71M	Buy	115,703 +6,819	+6%	+$270K	1.63%	15
2013 Q2	$4.19M	Buy	+108,884	New	+$4.52M	1.93%	13

Other funds holding EEM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Braver Wealth Management's EEM Position: Q4 2016 in Review

Braver Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 19% in Q4 2016, buying an estimated $178K and bringing the position to 31,438 shares worth $1.1M. The position accounts for 0.18% of the portfolio, ranked #92.

Braver Wealth Management first reported a position in EEM in Q2 2013 and has held it in 15 quarters since. The position peaked at $6.7M in Q1 2015. 858 funds tracked by Wall St. Rank hold EEM as of Q4 2016.

Braver Wealth Management held 31,438 shares of iShares MSCI Emerging Markets ETF worth $1.1M as of Q4 2016.
Braver Wealth Management bought 4,928 iShares MSCI Emerging Markets ETF shares in Q4 2016, an estimated $178K.
iShares MSCI Emerging Markets ETF made up 0.18% of Braver Wealth Management's portfolio in Q4 2016, its #92 holding.
Braver Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 15 quarters since.
Braver Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $6.7M in Q1 2015.
858 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.