Hefty Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hefty Wealth Partners’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$3.17M	Buy	61,009 +12,497	+26%	+$661K	2.04%	11
2017 Q4	$2.56M	Sell	48,512 -47,046	-49%	-$2.44M	1.59%	23
2017 Q3	$4.81M	Buy	95,558 +8,949	+10%	+$446K	3.18%	5
2017 Q2	$4.24M	Buy	86,609 +2,038	+2%	+$99.3K	2.89%	6
2017 Q1	$4.04M	Sell	84,571 -34,335	-29%	-$1.61M	2.94%	4
2016 Q4	$5.38M	Buy	118,906 +24,339	+26%	+$1.09M	4.5%	2
2016 Q3	$4.3M	Buy	94,567 +435	+0.5%	+$20.1K	3.26%	5
2016 Q2	$4.35M	Sell	94,132 -3,489	-4%	-$155K	3.59%	3
2016 Q1	$4.29M	Buy	97,621 +83,427	+588%	+$3.47M	4.01%	3
2015 Q4	$593K	Buy	+14,194	New	+$591K	0.57%	68

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

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

Hefty Wealth Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 26% in Q1 2018, buying an estimated $661K and bringing the position to 61,009 shares worth $3.17M. The position accounts for 2.04% of the portfolio, ranked #11.

Hefty Wealth Partners first reported a position in USMV in Q4 2015 and has held it in 10 quarters since. The position peaked at $5.38M in Q4 2016. 468 funds tracked by Wall St. Rank hold USMV as of Q1 2018.

Hefty Wealth Partners held 61,009 shares of iShares MSCI USA Min Vol Factor ETF worth $3.17M as of Q1 2018.
Hefty Wealth Partners bought 12,497 iShares MSCI USA Min Vol Factor ETF shares in Q1 2018, an estimated $661K.
iShares MSCI USA Min Vol Factor ETF made up 2.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #11 holding.
Hefty Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $5.38M in Q4 2016.
468 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2018.

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