BWM
Braver Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $5.22M | Sell |
90,452
-16,364
| -15% | -$945K | 0.85% | 35 |
|
|
2016
Q3 | $6.32M | Buy |
106,816
+11,411
| +12% | +$675K | 1.06% | 27 |
|
|
2016
Q2 | $5.33M | Sell |
95,405
-236,585
| -71% | -$13.2M | 0.91% | 26 |
|
|
2016
Q1 | $19M | Sell |
331,990
-122,384
| -27% | -$7M | 3.12% | 7 |
|
|
2015
Q4 | $26.7M | Buy |
454,374
+114,562
| +34% | +$6.73M | 5.49% | 3 |
|
|
2015
Q3 | $19.5M | Buy |
339,812
+57,640
| +20% | +$3.3M | 4.83% | 5 |
|
|
2015
Q2 | $17.9M | Sell |
282,172
-11,431
| -4% | -$726K | 4.36% | 4 |
|
|
2015
Q1 | $18.8M | Buy |
293,603
+1,235
| +0.4% | +$79.3K | 3.87% | 4 |
|
|
2014
Q4 | $17.8M | Buy |
292,368
+38,107
| +15% | +$2.32M | 3.64% | 7 |
|
|
2014
Q3 | $16.3M | Buy |
254,261
+9,090
| +4% | +$583K | 4.91% | 5 |
|
|
2014
Q2 | $16.8M | Buy |
245,171
+1,186
| +0.5% | +$81.1K | 4.33% | 5 |
|
|
2014
Q1 | $16.4M | Buy |
243,985
+1,607
| +0.7% | +$108K | 4.7% | 5 |
|
|
2013
Q4 | $16.3M | Buy |
242,378
+61,190
| +34% | +$4.11M | 5.62% | 3 |
|
|
2013
Q3 | $11.6M | Buy |
181,188
+10,506
| +6% | +$670K | 3.99% | 5 |
|
|
2013
Q2 | $9.78M | Buy |
+170,682
| New | +$9.78M | 4.5% | 5 |
|