Level Four Advisory Services’s iShares Edge MSCI Min Vol EAFE Currency Hedged ETF HEFV Stock Holding History

Level Four Advisory Services’s Portfolio HEFV Stock Details HEFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-21,992	Closed	-$611K	–	642
2018 Q2	$611K	Buy	21,992 +294	+1%	+$8.15K	0.04%	338
2018 Q1	$586K	Hold	21,698	–	–	0.05%	340
2017 Q4	$592K	Sell	21,698 -69,963	-76%	-$1.91M	0.05%	329
2017 Q3	$2.46M	Sell	91,661 -4,364	-5%	-$115K	0.22%	96
2017 Q2	$2.47M	Hold	96,025	–	–	0.38%	71
2017 Q1	$2.47M	Buy	96,025 +5,256	+6%	+$132K	0.25%	91
2016 Q4	$2.23M	Buy	+90,769	New	+$2.23M	0.28%	70

Level Four Advisory Services's HEFV Position: Q3 2018 in Review

Level Four Advisory Services sold out of iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) in Q3 2018, closing a stake of 21,992 shares — an estimated $611K sold.

Level Four Advisory Services first reported a position in HEFV in Q4 2016 and held it in 7 quarters. The position peaked at $2.47M in Q2 2017. 0 funds tracked by Wall St. Rank hold HEFV as of Q3 2018.

Level Four Advisory Services reported no remaining iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position as of Q3 2018 after selling out during the quarter.
Level Four Advisory Services sold 21,992 iShares Edge MSCI Min Vol EAFE Currency Hedged ETF shares in Q3 2018, an estimated $611K.
Level Four Advisory Services first reported a position in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF in Q4 2016 and held it in 7 quarters.
Level Four Advisory Services's iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position peaked at $2.47M 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 Level Four Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.