IFP Advisors’s iShares Edge MSCI Min Vol EAFE Currency Hedged ETF HEFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,083
Closed -$58K 4160
2018
Q2
$58K Hold
2,083
﹤0.01% 1833
2018
Q1
$57K Hold
2,083
﹤0.01% 1740
2017
Q4
$57K Hold
2,083
﹤0.01% 1757
2017
Q3
$56K Sell
2,083
-1,273
-38% -$33.7K ﹤0.01% 1935
2017
Q2
$90K Hold
3,356
﹤0.01% 1585
2017
Q1
$86K Buy
3,356
+1,923
+134% +$48.2K ﹤0.01% 1588
2016
Q4
$35K Sell
1,433
-70
-5% -$1.72K ﹤0.01% 2093
2016
Q3
$38K Sell
1,503
-975
-39% -$24.4K ﹤0.01% 1993
2016
Q2
$62K Buy
+2,478
New +$61.1K ﹤0.01% 1646
2016
Q1
Sell
-2,478
Closed -$62K 3931
2015
Q4
$62K Buy
+2,478
New +$61.9K ﹤0.01% 1478

IFP Advisors's HEFV Position: Q3 2018 in Review

IFP Advisors sold out of iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) in Q3 2018, closing a stake of 2,083 shares — an estimated $58K sold.

IFP Advisors first reported a position in HEFV in Q4 2015 and held it in 10 quarters. The position peaked at $90K in Q2 2017. 0 funds tracked by Wall St. Rank hold HEFV as of Q3 2018.

  • IFP Advisors reported no remaining iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position as of Q3 2018 after selling out during the quarter.
  • IFP Advisors sold 2,083 iShares Edge MSCI Min Vol EAFE Currency Hedged ETF shares in Q3 2018, an estimated $58K.
  • IFP Advisors first reported a position in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF in Q4 2015 and held it in 10 quarters.
  • IFP Advisors's iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position peaked at $90K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol EAFE Currency Hedged ETF as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.