Hefty Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$985K Buy
15,805
+826
+6% +$51.6K 0.63% 49
2017
Q4
$910K Buy
+14,979
New +$891K 0.56% 59
2016
Q4
Sell
-21
Closed -$1K 238
2016
Q3
$1K Buy
+21
New +$1.12K ﹤0.01% 233

Other funds holding EEMV

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

Hefty Wealth Partners increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 5.5% in Q1 2018, buying an estimated $51.6K and bringing the position to 15,805 shares worth $985K. The position accounts for 0.63% of the portfolio, ranked #49.

Hefty Wealth Partners first reported a position in EEMV in Q3 2016 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold EEMV as of Q1 2018.

  • Hefty Wealth Partners held 15,805 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $985K as of Q1 2018.
  • Hefty Wealth Partners bought 826 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2018, an estimated $51.6K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.63% of Hefty Wealth Partners's portfolio in Q1 2018, its #49 holding.
  • Hefty Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2016 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2018.

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