Hefty Wealth Partners’s iShares Edge MSCI Min Vol Asia ex Japan ETF AXJV Stock Holding History

Hefty Wealth Partners’s Portfolio AXJV Stock Details AXJV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$986K	Buy	26,156 +550	+2%	+$20.6K	0.64%	48
2017 Q4	$931K	Buy	+25,606	New	+$921K	0.58%	53
2017 Q1	–	Sell	-199	Closed	-$5K	–	274
2016 Q4	$5K	Buy	+199	New	+$9.07K	﹤0.01%	196

Other funds holding AXJV

CPF Texas Plano, Texas $210M AUM 9.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OPWM

Oak Point Wealth Management Portage, Michigan $98M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Hefty Wealth Partners's AXJV Position: Q1 2018 in Review

Hefty Wealth Partners increased its iShares Edge MSCI Min Vol Asia ex Japan ETF (AXJV) stake by 2.1% in Q1 2018, buying an estimated $20.6K and bringing the position to 26,156 shares worth $986K. The position accounts for 0.64% of the portfolio, ranked #48.

Hefty Wealth Partners first reported a position in AXJV in Q4 2016 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold AXJV as of Q1 2018.

Hefty Wealth Partners held 26,156 shares of iShares Edge MSCI Min Vol Asia ex Japan ETF worth $986K as of Q1 2018.
Hefty Wealth Partners bought 550 iShares Edge MSCI Min Vol Asia ex Japan ETF shares in Q1 2018, an estimated $20.6K.
iShares Edge MSCI Min Vol Asia ex Japan ETF made up 0.64% of Hefty Wealth Partners's portfolio in Q1 2018, its #48 holding.
Hefty Wealth Partners first reported a position in iShares Edge MSCI Min Vol Asia ex Japan ETF in Q4 2016 and has held it in 3 quarters since.
9 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Asia ex Japan ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.