Braver Wealth Management
EPHE icon

Braver Wealth Management’s iShares MSCI Philippines ETF EPHE Stock Holding History

Braver Wealth Management’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-101,586
Closed -$3.98M – 145
2016
Q2 		$3.98M Buy
+101,586
New +$3.76M 0.68% 43
2015
Q2 		– Sell
-52,966
Closed -$2.2M – 89
2015
Q1 		$2.2M Sell
52,966
-4,470
-8% -$183K 0.45% 42
2014
Q4 		$2.19M Buy
+57,436
New +$2.19M 0.45% 36

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Glovista Investments
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Hays Advisory
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Mount Lucas Management
Mount Lucas Management Newtown, Pennsylvania $333M AUM 24.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Braver Wealth Management's EPHE Position: Q3 2016 in Review

Braver Wealth Management sold out of iShares MSCI Philippines ETF (EPHE) in Q3 2016, closing a stake of 101,586 shares — an estimated $3.98M sold.

Braver Wealth Management first reported a position in EPHE in Q4 2014 and held it in 3 quarters. The position peaked at $3.98M in Q2 2016. 76 funds tracked by Wall St. Rank hold EPHE as of Q3 2016.

  • Braver Wealth Management reported no remaining iShares MSCI Philippines ETF position as of Q3 2016 after selling out during the quarter.
  • Braver Wealth Management sold 101,586 iShares MSCI Philippines ETF shares in Q3 2016, an estimated $3.98M.
  • Braver Wealth Management first reported a position in iShares MSCI Philippines ETF in Q4 2014 and held it in 3 quarters.
  • Braver Wealth Management's iShares MSCI Philippines ETF position peaked at $3.98M in Q2 2016.
  • 76 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q3 2016.

Based on Braver Wealth Management's 13F filing for Q3 2016, filed 26 Oct 2016.