Braver Wealth Management’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-46,204	Closed	-$1.85M	–	82
2013 Q4	$1.85M	Sell	46,204 -190	-0.4%	-$7.32K	0.64%	26
2013 Q3	$1.7M	Buy	46,394 +6,568	+16%	+$243K	0.59%	29
2013 Q2	$1.42M	Buy	+39,826	New	+$1.41M	0.66%	30

Other funds holding IYF

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Braver Wealth Management's IYF Position: Q1 2014 in Review

Braver Wealth Management sold out of iShares US Financials ETF (IYF) in Q1 2014, closing a stake of 46,204 shares — an estimated $1.85M sold.

Braver Wealth Management first reported a position in IYF in Q2 2013 and held it in 3 quarters. The position peaked at $1.85M in Q4 2013. 127 funds tracked by Wall St. Rank hold IYF as of Q1 2014.

Braver Wealth Management reported no remaining iShares US Financials ETF position as of Q1 2014 after selling out during the quarter.
Braver Wealth Management sold 46,204 iShares US Financials ETF shares in Q1 2014, an estimated $1.85M.
Braver Wealth Management first reported a position in iShares US Financials ETF in Q2 2013 and held it in 3 quarters.
Braver Wealth Management's iShares US Financials ETF position peaked at $1.85M in Q4 2013.
127 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2014.

Based on Braver Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.