HWP
EUMV

Hefty Wealth Partners’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History

Hefty Wealth Partners’s Portfolio EUMV Stock Details EUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-44,762
Closed -$1.13M – 269
2017
Q3 		$1.13M Buy
+44,762
New +$1.12M 0.75% 42
2016
Q1 		– Sell
-23,134
Closed -$545K – 237
2015
Q4 		$545K Buy
+23,134
New +$553K 0.52% 70

Other funds holding EUMV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Hefty Wealth Partners's EUMV Position: Q4 2017 in Review

Hefty Wealth Partners sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q4 2017, closing a stake of 44,762 shares — an estimated $1.13M sold.

Hefty Wealth Partners first reported a position in EUMV in Q4 2015 and held it in 2 quarters. The position peaked at $1.13M in Q3 2017. 23 funds tracked by Wall St. Rank hold EUMV as of Q4 2017.

  • Hefty Wealth Partners reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q4 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 44,762 iShares Edge MSCI Min Vol Europe ETF shares in Q4 2017, an estimated $1.13M.
  • Hefty Wealth Partners first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q4 2015 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares Edge MSCI Min Vol Europe ETF position peaked at $1.13M in Q3 2017.
  • 23 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.