Braver Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$418K	Hold	12,000	–	–	0.07%	121
2016 Q3	$394K	Hold	12,000	–	–	0.07%	114
2016 Q2	$388K	Hold	12,000	–	–	0.07%	107
2016 Q1	$354K	Hold	12,000	–	–	0.06%	117
2015 Q4	$336K	Buy	12,000 +3,000	+33%	+$92.2K	0.07%	68
2015 Q3	$258K	Sell	9,000 -2,500	-22%	-$78.6K	0.06%	69
2015 Q2	$402K	Hold	11,500	–	–	0.1%	72
2015 Q1	$410K	Hold	11,500	–	–	0.08%	74
2014 Q4	$428K	Buy	11,500 +4,000	+53%	+$159K	0.09%	69
2014 Q3	$329K	Hold	7,500	–	–	0.1%	64
2014 Q2	$364K	Hold	7,500	–	–	0.09%	74
2014 Q1	$328K	Hold	7,500	–	–	0.09%	67
2013 Q4	$324K	Hold	7,500	–	–	0.11%	65
2013 Q3	$308K	Buy	+7,500	New	+$303K	0.11%	73

Other funds holding IXC

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

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

Braver Wealth Management held its iShares Global Energy ETF (IXC) position steady in Q4 2016 at 12,000 shares worth $418K. The position accounts for 0.07% of the portfolio, ranked #121.

Braver Wealth Management first reported a position in IXC in Q3 2013 and has held it in 14 quarters since. The position peaked at $428K in Q4 2014. 114 funds tracked by Wall St. Rank hold IXC as of Q4 2016.

Braver Wealth Management held 12,000 shares of iShares Global Energy ETF worth $418K as of Q4 2016.
Braver Wealth Management left its iShares Global Energy ETF share count unchanged in Q4 2016.
iShares Global Energy ETF made up 0.07% of Braver Wealth Management's portfolio in Q4 2016, its #121 holding.
Braver Wealth Management first reported a position in iShares Global Energy ETF in Q3 2013 and has held it in 14 quarters since.
Braver Wealth Management's iShares Global Energy ETF position peaked at $428K in Q4 2014.
114 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2016.

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