Braver Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$4.2M	Buy	+103,208	New	+$4.01M	0.68%	45

Other funds holding IYT

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Braver Wealth Management opened a new position in iShares US Transportation ETF (IYT) in Q4 2016: 103,208 shares worth $4.2M. The stake represents 0.68% of the portfolio and ranks #45 among its holdings.

131 funds tracked by Wall St. Rank hold IYT as of Q4 2016.

Braver Wealth Management held 103,208 shares of iShares US Transportation ETF worth $4.2M as of Q4 2016.
iShares US Transportation ETF was a new Braver Wealth Management position in Q4 2016.
iShares US Transportation ETF made up 0.68% of Braver Wealth Management's portfolio in Q4 2016, its #45 holding.
131 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2016.

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