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Hefty Wealth Partners’s iShares Latin America 40 ETF ILF Stock Holding History

Hefty Wealth Partners’s Portfolio ILF Stock Details ILF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$760K Buy
+20,229
New +$757K 0.49% 65
2017
Q1 		– Sell
-29,829
Closed -$822K – 256
2016
Q4 		$822K Buy
29,829
+2,095
+8% +$60.2K 0.69% 44
2016
Q3 		$777K Buy
+27,734
New +$775K 0.59% 59

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MIFH
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QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

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

Hefty Wealth Partners opened a new position in iShares Latin America 40 ETF (ILF) in Q1 2018: 20,229 shares worth $760K. The stake represents 0.49% of the portfolio and ranks #65 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in ILF as recently as Q4 2016.

Hefty Wealth Partners first reported a position in ILF in Q3 2016 and has held it in 3 quarters since. The position peaked at $822K in Q4 2016. 160 funds tracked by Wall St. Rank hold ILF as of Q1 2018.

  • Hefty Wealth Partners held 20,229 shares of iShares Latin America 40 ETF worth $760K as of Q1 2018.
  • iShares Latin America 40 ETF was a new Hefty Wealth Partners position in Q1 2018.
  • iShares Latin America 40 ETF made up 0.49% of Hefty Wealth Partners's portfolio in Q1 2018, its #65 holding.
  • Hefty Wealth Partners first reported a position in iShares Latin America 40 ETF in Q3 2016 and has held it in 3 quarters since.
  • Hefty Wealth Partners's iShares Latin America 40 ETF position peaked at $822K in Q4 2016.
  • 160 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q1 2018.

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