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Braver Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Braver Wealth Management’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$3.12M Buy
62,561
+1,260
+2% +$63.5K 0.51% 62
2016
Q3 		$3.21M Sell
61,301
-520
-0.8% -$26.4K 0.54% 56
2016
Q2 		$2.98M Sell
61,821
-42,107
-41% -$2.12M 0.51% 53
2016
Q1 		$5.18M Buy
103,928
+952
+0.9% +$44.8K 0.85% 31
2015
Q4 		$5.14M Buy
102,976
+87,959
+586% +$4.4M 1.06% 22
2015
Q3 		$717K Buy
15,017
+4,400
+41% +$219K 0.18% 59
2015
Q2 		$542K Sell
10,617
-1,966
-16% -$102K 0.13% 68
2015
Q1 		$623K Sell
12,583
-4,908
-28% -$237K 0.13% 70
2014
Q4 		$817K Sell
17,491
-77,781
-82% -$3.67M 0.17% 62
2014
Q3 		$4.62M Sell
95,272
-2,751
-3% -$141K 1.39% 17
2014
Q2 		$5.19M Sell
98,023
-2,489
-2% -$130K 1.34% 18
2014
Q1 		$5.25M Buy
100,512
+67,518
+205% +$3.46M 1.5% 17
2013
Q4 		$1.68M Sell
32,994
-608
-2% -$30.1K 0.58% 31
2013
Q3 		$1.63M Buy
+33,602
New +$1.54M 0.56% 30

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Braver Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.1% in Q4 2016, buying an estimated $63.5K and bringing the position to 62,561 shares worth $3.12M. The position accounts for 0.51% of the portfolio, ranked #62.

Braver Wealth Management first reported a position in SCZ in Q3 2013 and has held it in 14 quarters since. The position peaked at $5.25M in Q1 2014. 327 funds tracked by Wall St. Rank hold SCZ as of Q4 2016.

  • Braver Wealth Management held 62,561 shares of iShares MSCI EAFE Small-Cap ETF worth $3.12M as of Q4 2016.
  • Braver Wealth Management bought 1,260 iShares MSCI EAFE Small-Cap ETF shares in Q4 2016, an estimated $63.5K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.51% of Braver Wealth Management's portfolio in Q4 2016, its #62 holding.
  • Braver Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2013 and has held it in 14 quarters since.
  • Braver Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $5.25M in Q1 2014.
  • 327 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2016.

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