Braver Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-302,712	Closed	-$14.9M	–	86
2015 Q3	$14.9M	Buy	302,712 +86,151	+40%	+$4.94M	3.71%	8
2015 Q2	$12.6M	Sell	216,561 -5,781	-3%	-$338K	3.07%	9
2015 Q1	$12.8M	Sell	222,342 -22,608	-9%	-$1.24M	2.62%	12
2014 Q4	$12.4M	Buy	+244,950	New	+$11.9M	2.53%	11
2014 Q3	–	Sell	-144,153	Closed	-$6.49M	–	79
2014 Q2	$6.49M	Sell	144,153 -8,061	-5%	-$347K	1.68%	13
2014 Q1	$6.43M	Buy	+152,214	New	+$6.38M	1.84%	14

Other funds holding IHE

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Braver Wealth Management's IHE Position: Q4 2015 in Review

Braver Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2015, closing a stake of 302,712 shares — an estimated $14.9M sold.

Braver Wealth Management first reported a position in IHE in Q1 2014 and held it in 6 quarters. The position peaked at $14.9M in Q3 2015. 103 funds tracked by Wall St. Rank hold IHE as of Q4 2015.

Braver Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2015 after selling out during the quarter.
Braver Wealth Management sold 302,712 iShares US Pharmaceuticals ETF shares in Q4 2015, an estimated $14.9M.
Braver Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2014 and held it in 6 quarters.
Braver Wealth Management's iShares US Pharmaceuticals ETF position peaked at $14.9M in Q3 2015.
103 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2015.

Based on Braver Wealth Management's 13F filing for Q4 2015, filed 11 Feb 2016.