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Braver Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Braver Wealth Management’s Portfolio EZU Stock Details EZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$437K Buy
12,639
+4,578
+57% +$155K 0.07% 119
2016
Q3 		$278K Buy
8,061
+1,056
+15% +$35.6K 0.05% 126
2016
Q2 		$226K Sell
7,005
-3,936
-36% -$135K 0.04% 130
2016
Q1 		$376K Buy
+10,941
New +$361K 0.06% 116

Other funds holding EZU

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

Braver Wealth Management increased its iShare MSCI Eurozone ETF (EZU) stake by 57% in Q4 2016, buying an estimated $155K and bringing the position to 12,639 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #119.

Braver Wealth Management first reported a position in EZU in Q1 2016 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold EZU as of Q4 2016.

  • Braver Wealth Management held 12,639 shares of iShare MSCI Eurozone ETF worth $437K as of Q4 2016.
  • Braver Wealth Management bought 4,578 iShare MSCI Eurozone ETF shares in Q4 2016, an estimated $155K.
  • iShare MSCI Eurozone ETF made up 0.07% of Braver Wealth Management's portfolio in Q4 2016, its #119 holding.
  • Braver Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q1 2016 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2016.

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