Braver Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$11.7M	Sell	276,554 -68,527	-20%	-$3.01M	1.91%	9
2016 Q3	$15.7M	Buy	345,081 +24,065	+7%	+$1.07M	2.64%	9
2016 Q2	$13.4M	Buy	321,016 +55,373	+21%	+$2.27M	2.29%	13
2016 Q1	$11.1M	Buy	+265,643	New	+$10M	1.82%	11
2015 Q3	–	Sell	-137,935	Closed	-$6.63M	–	85
2015 Q2	$6.63M	Buy	137,935 +32,568	+31%	+$1.65M	1.61%	14
2015 Q1	$5.09M	Buy	+105,367	New	+$5.05M	1.04%	24

Other funds holding IEMG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Braver Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q4 2016, selling an estimated $3.01M and leaving 276,554 shares worth $11.7M. The position accounts for 1.91% of the portfolio, ranked #9.

Braver Wealth Management first reported a position in IEMG in Q1 2015 and has held it in 6 quarters since. The position peaked at $15.7M in Q3 2016. 413 funds tracked by Wall St. Rank hold IEMG as of Q4 2016.

Braver Wealth Management held 276,554 shares of iShares Core MSCI Emerging Markets ETF worth $11.7M as of Q4 2016.
Braver Wealth Management sold 68,527 iShares Core MSCI Emerging Markets ETF shares in Q4 2016, an estimated $3.01M.
iShares Core MSCI Emerging Markets ETF made up 1.91% of Braver Wealth Management's portfolio in Q4 2016, its #9 holding.
Braver Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2015 and has held it in 6 quarters since.
Braver Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $15.7M in Q3 2016.
413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2016.

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