Braver Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$3.52M	Buy	+101,455	New	+$3.74M	0.57%	52
2015 Q3	–	Sell	-6,518	Closed	-$300K	–	83
2015 Q2	$300K	Sell	6,518 -53,613	-89%	-$2.65M	0.07%	74
2015 Q1	$2.67M	Sell	60,131 -812	-1%	-$34.6K	0.55%	33
2014 Q4	$2.54M	Buy	60,943 +55,291	+978%	+$2.18M	0.52%	30
2014 Q3	$216K	Hold	5,652	–	–	0.07%	73
2014 Q2	$209K	Hold	5,652	–	–	0.05%	88
2014 Q1	$202K	Sell	5,652 -5,000	-47%	-$175K	0.06%	75
2013 Q4	$409K	Hold	10,652	–	–	0.14%	61
2013 Q3	$395K	Buy	10,652 +2,500	+31%	+$88.8K	0.14%	67
2013 Q2	$265K	Buy	+8,152	New	+$293K	0.12%	61

Other funds holding FXI

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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Braver Wealth Management opened a new position in iShares China Large-Cap ETF (FXI) in Q4 2016: 101,455 shares worth $3.52M. The stake represents 0.57% of the portfolio and ranks #52 among its holdings. This is a return to the name: Braver Wealth Management previously reported a position in FXI as recently as Q2 2015.

Braver Wealth Management first reported a position in FXI in Q2 2013 and has held it in 10 quarters since. 222 funds tracked by Wall St. Rank hold FXI as of Q4 2016.

Braver Wealth Management held 101,455 shares of iShares China Large-Cap ETF worth $3.52M as of Q4 2016.
iShares China Large-Cap ETF was a new Braver Wealth Management position in Q4 2016.
iShares China Large-Cap ETF made up 0.57% of Braver Wealth Management's portfolio in Q4 2016, its #52 holding.
Braver Wealth Management first reported a position in iShares China Large-Cap ETF in Q2 2013 and has held it in 10 quarters since.
222 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2016.

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