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Hefty Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Hefty Wealth Partners’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-7,150
Closed -$474K – 243
2016
Q2 		$474K Buy
+7,150
New +$478K 0.39% 74

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BIT
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hefty Wealth Partners's EFAV Position: Q3 2016 in Review

Hefty Wealth Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2016, closing a stake of 7,150 shares — an estimated $474K sold.

Hefty Wealth Partners first reported a position in EFAV in Q2 2016 and held it in 1 quarter. The position peaked at $474K in Q2 2016. 247 funds tracked by Wall St. Rank hold EFAV as of Q3 2016.

  • Hefty Wealth Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 7,150 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2016, an estimated $474K.
  • Hefty Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2016 and held it in 1 quarter.
  • Hefty Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $474K in Q2 2016.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2016.

Based on Hefty Wealth Partners's 13F filing for Q3 2016, filed 5 Oct 2016.