HWP
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Hefty Wealth Partners’s iShares MSCI Finland ETF EFNL Stock Holding History

Hefty Wealth Partners’s Portfolio EFNL Stock Details EFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-12,743
Closed -$399K – 244
2016
Q2 		$399K Buy
+12,743
New +$405K 0.33% 77

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GI
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OMC
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Royal Bank of Canada
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RJFSA
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DIA
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Susquehanna International Group
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LAM
Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return

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

Hefty Wealth Partners sold out of iShares MSCI Finland ETF (EFNL) in Q3 2016, closing a stake of 12,743 shares — an estimated $399K sold.

Hefty Wealth Partners first reported a position in EFNL in Q2 2016 and held it in 1 quarter. The position peaked at $399K in Q2 2016. 18 funds tracked by Wall St. Rank hold EFNL as of Q3 2016.

  • Hefty Wealth Partners reported no remaining iShares MSCI Finland ETF position as of Q3 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 12,743 iShares MSCI Finland ETF shares in Q3 2016, an estimated $399K.
  • Hefty Wealth Partners first reported a position in iShares MSCI Finland ETF in Q2 2016 and held it in 1 quarter.
  • Hefty Wealth Partners's iShares MSCI Finland ETF position peaked at $399K in Q2 2016.
  • 18 funds tracked by Wall St. Rank held iShares MSCI Finland ETF as of Q3 2016.

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