Advisor Group’s iShares Edge MSCI Min Vol EAFE Currency Hedged ETF HEFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-633
Closed -$18K 5369
2018
Q2
$18K Hold
633
﹤0.01% 3786
2018
Q1
$17K Buy
633
+2
+0.3% +$54 ﹤0.01% 3804
2017
Q4
$17K Hold
631
﹤0.01% 3817
2017
Q3
$17K Buy
631
+8
+1% +$212 ﹤0.01% 3674
2017
Q2
$17K Hold
623
﹤0.01% 3617
2017
Q1
$16K Sell
623
-70
-10% -$1.75K ﹤0.01% 3523
2016
Q4
$17K Hold
693
﹤0.01% 3341
2016
Q3
$17K Hold
693
﹤0.01% 3275
2016
Q2
$17K Buy
+693
New +$17.1K ﹤0.01% 3183

Advisor Group's HEFV Position: Q3 2018 in Review

Advisor Group sold out of iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) in Q3 2018, closing a stake of 633 shares — an estimated $18K sold.

Advisor Group first reported a position in HEFV in Q2 2016 and held it in 9 quarters. The position peaked at $18K in Q2 2018. 0 funds tracked by Wall St. Rank hold HEFV as of Q3 2018.

  • Advisor Group reported no remaining iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 633 iShares Edge MSCI Min Vol EAFE Currency Hedged ETF shares in Q3 2018, an estimated $18K.
  • Advisor Group first reported a position in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF in Q2 2016 and held it in 9 quarters.
  • Advisor Group's iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position peaked at $18K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol EAFE Currency Hedged ETF as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.