Braver Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$510K	Buy	17,576 +1,427	+9%	+$43K	0.08%	116
2016 Q3	$507K	Sell	16,149 -1,190	-7%	-$36.3K	0.08%	109
2016 Q2	$504K	Sell	17,339 -3,475	-17%	-$102K	0.09%	98
2016 Q1	$595K	Buy	+20,814	New	+$556K	0.1%	97

Other funds holding GWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Braver Wealth Management increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 8.8% in Q4 2016, buying an estimated $43K and bringing the position to 17,576 shares worth $510K. The position accounts for 0.08% of the portfolio, ranked #116.

Braver Wealth Management first reported a position in GWX in Q1 2016 and has held it in 4 quarters since. The position peaked at $595K in Q1 2016. 113 funds tracked by Wall St. Rank hold GWX as of Q4 2016.

Braver Wealth Management held 17,576 shares of State Street SPDR S&P International Small Cap ETF worth $510K as of Q4 2016.
Braver Wealth Management bought 1,427 State Street SPDR S&P International Small Cap ETF shares in Q4 2016, an estimated $43K.
State Street SPDR S&P International Small Cap ETF made up 0.08% of Braver Wealth Management's portfolio in Q4 2016, its #116 holding.
Braver Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2016 and has held it in 4 quarters since.
Braver Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $595K in Q1 2016.
113 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2016.

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