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Braver Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Braver Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$24.4M Sell
454,717
-21,418
-4% -$1.15M 3.96% 3
2016
Q3 		$26.3M Buy
476,135
+99,185
+26% +$5.35M 4.4% 2
2016
Q2 		$19.6M Buy
+376,950
New +$20.2M 3.34% 6

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Braver Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q4 2016, selling an estimated $1.15M and leaving 454,717 shares worth $24.4M. The position accounts for 3.96% of the portfolio, ranked #3.

Braver Wealth Management first reported a position in IEFA in Q2 2016 and has held it in 3 quarters since. The position peaked at $26.3M in Q3 2016. 388 funds tracked by Wall St. Rank hold IEFA as of Q4 2016.

  • Braver Wealth Management held 454,717 shares of iShares Core MSCI EAFE ETF worth $24.4M as of Q4 2016.
  • Braver Wealth Management sold 21,418 iShares Core MSCI EAFE ETF shares in Q4 2016, an estimated $1.15M.
  • iShares Core MSCI EAFE ETF made up 3.96% of Braver Wealth Management's portfolio in Q4 2016, its #3 holding.
  • Braver Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and has held it in 3 quarters since.
  • Braver Wealth Management's iShares Core MSCI EAFE ETF position peaked at $26.3M in Q3 2016.
  • 388 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2016.

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