IFP Advisors’s iShares Edge MSCI Min Vol EAFE Currency Hedged ETF HEFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,083
| Closed | -$58K | – | 4099 |
|
|
2018
Q2 | $58K | Hold |
2,083
| – | – | ﹤0.01% | 1815 |
|
|
2018
Q1 | $57K | Hold |
2,083
| – | – | ﹤0.01% | 1740 |
|
|
2017
Q4 | $57K | Hold |
2,083
| – | – | ﹤0.01% | 1737 |
|
|
2017
Q3 | $56K | Sell |
2,083
-1,273
| -38% | -$34.2K | ﹤0.01% | 1920 |
|
|
2017
Q2 | $90K | Hold |
3,356
| – | – | ﹤0.01% | 1576 |
|
|
2017
Q1 | $86K | Buy |
3,356
+1,923
| +134% | +$49.3K | ﹤0.01% | 1581 |
|
|
2016
Q4 | $35K | Sell |
1,433
-70
| -5% | -$1.71K | ﹤0.01% | 2080 |
|
|
2016
Q3 | $38K | Sell |
1,503
-975
| -39% | -$24.7K | ﹤0.01% | 1980 |
|
|
2016
Q2 | $62K | Buy |
+2,478
| New | +$62K | ﹤0.01% | 1639 |
|
|
2016
Q1 | – | Sell |
-2,478
| Closed | -$62K | – | 3938 |
|
|
2015
Q4 | $62K | Buy |
+2,478
| New | +$62K | ﹤0.01% | 1471 |
|