LPL Financial
HEFV

LPL Financial’s iShares Edge MSCI Min Vol EAFE Currency Hedged ETF HEFV Stock Holding History

LPL Financial’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
-10,640
Closed -$295K – 3369
2018
Q2 		$295K Buy
10,640
+487
+5% +$13.5K ﹤0.01% 2666
2018
Q1 		$274K Sell
10,153
-4,664
-31% -$126K ﹤0.01% 2701
2017
Q4 		$404K Buy
14,817
+898
+6% +$24.5K ﹤0.01% 2239
2017
Q3 		$373K Buy
13,919
+2,533
+22% +$67K ﹤0.01% 2175
2017
Q2 		$305K Buy
11,386
+2,121
+23% +$56.3K ﹤0.01% 2282
2017
Q1 		$238K Buy
+9,265
New +$232K ﹤0.01% 2377

LPL Financial's HEFV Position: Q3 2018 in Review

LPL Financial sold out of iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) in Q3 2018, closing a stake of 10,640 shares — an estimated $295K sold.

LPL Financial first reported a position in HEFV in Q1 2017 and held it in 6 quarters. The position peaked at $404K in Q4 2017. 0 funds tracked by Wall St. Rank hold HEFV as of Q3 2018.

  • LPL Financial reported no remaining iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position as of Q3 2018 after selling out during the quarter.
  • LPL Financial sold 10,640 iShares Edge MSCI Min Vol EAFE Currency Hedged ETF shares in Q3 2018, an estimated $295K.
  • LPL Financial first reported a position in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF in Q1 2017 and held it in 6 quarters.
  • LPL Financial's iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position peaked at $404K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol EAFE Currency Hedged ETF as of Q3 2018.

Based on LPL Financial's 13F filing for Q3 2018, filed 14 Nov 2018.