Braver Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$4.83M	Sell	43,860 -106,777	-71%	-$12M	0.79%	38
2016 Q3	$17.7M	Buy	150,637 +18,254	+14%	+$2.13M	2.96%	5
2016 Q2	$15.2M	Buy	132,383 +96,070	+265%	+$10.7M	2.6%	11
2016 Q1	$4.01M	Sell	36,313 -93,896	-72%	-$10M	0.66%	45
2015 Q4	$13.8M	Buy	+130,209	New	+$14M	2.83%	10
2015 Q2	–	Sell	-20,189	Closed	-$2.26M	–	88
2015 Q1	$2.26M	Buy	+20,189	New	+$2.24M	0.46%	38

Other funds holding EMB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

Braver Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 71% in Q4 2016, selling an estimated $12M and leaving 43,860 shares worth $4.83M. The position accounts for 0.79% of the portfolio, ranked #38.

Braver Wealth Management first reported a position in EMB in Q1 2015 and has held it in 6 quarters since. The position peaked at $17.7M in Q3 2016. 383 funds tracked by Wall St. Rank hold EMB as of Q4 2016.

Braver Wealth Management held 43,860 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $4.83M as of Q4 2016.
Braver Wealth Management sold 106,777 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2016, an estimated $12M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.79% of Braver Wealth Management's portfolio in Q4 2016, its #38 holding.
Braver Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2015 and has held it in 6 quarters since.
Braver Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $17.7M in Q3 2016.
383 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2016.

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