Goldman Sachs
HEFV

Goldman Sachs’s iShares Edge MSCI Min Vol EAFE Currency Hedged ETF HEFV Stock Holding History

Goldman Sachs’s Portfolio HEFV Stock Details HEFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-13,368
Closed -$358K – 6883
2017
Q3 		$358K Sell
13,368
-5,000
-27% -$132K ﹤0.01% 5341
2017
Q2 		$492K Hold
18,368
– – ﹤0.01% 5112
2017
Q1 		$472K Sell
18,368
-1,355
-7% -$34K ﹤0.01% 5090
2016
Q4 		$485K Hold
19,723
– – ﹤0.01% 5090
2016
Q3 		$495K Hold
19,723
– – ﹤0.01% 5053
2016
Q2 		$495K Hold
19,723
– – ﹤0.01% 4865
2016
Q1 		$487K Sell
19,723
-22,177
-53% -$539K ﹤0.01% 4761
2015
Q4 		$1.05M Buy
+41,900
New +$1.05M ﹤0.01% 4245

Other funds holding HEFV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs's HEFV Position: Q4 2017 in Review

Goldman Sachs sold out of iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) in Q4 2017, closing a stake of 13,368 shares — an estimated $358K sold.

Goldman Sachs first reported a position in HEFV in Q4 2015 and held it in 8 quarters. The position peaked at $1.05M in Q4 2015. 8 funds tracked by Wall St. Rank hold HEFV as of Q4 2017.

  • Goldman Sachs reported no remaining iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position as of Q4 2017 after selling out during the quarter.
  • Goldman Sachs sold 13,368 iShares Edge MSCI Min Vol EAFE Currency Hedged ETF shares in Q4 2017, an estimated $358K.
  • Goldman Sachs first reported a position in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF in Q4 2015 and held it in 8 quarters.
  • Goldman Sachs's iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position peaked at $1.05M in Q4 2015.
  • 8 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol EAFE Currency Hedged ETF as of Q4 2017.

Based on Goldman Sachs's 13F filing for Q4 2017, filed 14 Feb 2018.