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Braver Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Braver Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$5.22M Sell
90,452
-16,364
-15% -$944K 0.85% 35
2016
Q3 		$6.32M Buy
106,816
+11,411
+12% +$662K 1.06% 27
2016
Q2 		$5.33M Sell
95,405
-236,585
-71% -$13.6M 0.91% 26
2016
Q1 		$19M Sell
331,990
-122,384
-27% -$6.74M 3.12% 7
2015
Q4 		$26.7M Buy
454,374
+114,562
+34% +$6.9M 5.49% 3
2015
Q3 		$19.5M Buy
339,812
+57,640
+20% +$3.56M 4.83% 5
2015
Q2 		$17.9M Sell
282,172
-11,431
-4% -$761K 4.36% 4
2015
Q1 		$18.8M Buy
293,603
+1,235
+0.4% +$77.8K 3.87% 4
2014
Q4 		$17.8M Buy
292,368
+38,107
+15% +$2.38M 3.64% 7
2014
Q3 		$16.3M Buy
254,261
+9,090
+4% +$606K 4.91% 5
2014
Q2 		$16.8M Buy
245,171
+1,186
+0.5% +$81.3K 4.33% 5
2014
Q1 		$16.4M Buy
243,985
+1,607
+0.7% +$106K 4.7% 5
2013
Q4 		$16.3M Buy
242,378
+61,190
+34% +$4M 5.62% 3
2013
Q3 		$11.6M Buy
181,188
+10,506
+6% +$644K 3.99% 5
2013
Q2 		$9.78M Buy
+170,682
New +$10.3M 4.5% 5

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Braver Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 15% in Q4 2016, selling an estimated $944K and leaving 90,452 shares worth $5.22M. The position accounts for 0.85% of the portfolio, ranked #35.

Braver Wealth Management first reported a position in EFA in Q2 2013 and has held it in 15 quarters since. The position peaked at $26.7M in Q4 2015. 1,118 funds tracked by Wall St. Rank hold EFA as of Q4 2016.

  • Braver Wealth Management held 90,452 shares of iShares MSCI EAFE ETF worth $5.22M as of Q4 2016.
  • Braver Wealth Management sold 16,364 iShares MSCI EAFE ETF shares in Q4 2016, an estimated $944K.
  • iShares MSCI EAFE ETF made up 0.85% of Braver Wealth Management's portfolio in Q4 2016, its #35 holding.
  • Braver Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 15 quarters since.
  • Braver Wealth Management's iShares MSCI EAFE ETF position peaked at $26.7M in Q4 2015.
  • 1,118 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2016.

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