Oak Point Wealth Management’s iShares Edge MSCI Min Vol Asia ex Japan ETF AXJV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$348K Buy
9,411
+2,290
+32% +$85.8K 0.36% 75
2017
Q4
$256K Buy
+7,121
New +$256K 0.25% 89

Other funds holding AXJV

Oak Point Wealth Management's AXJV Position: Q1 2018 in Review

Oak Point Wealth Management increased its iShares Edge MSCI Min Vol Asia ex Japan ETF (AXJV) stake by 32% in Q1 2018, buying an estimated $85.8K and bringing the position to 9,411 shares worth $348K. The position accounts for 0.36% of the portfolio, ranked #75.

Oak Point Wealth Management first reported a position in AXJV in Q4 2017 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold AXJV as of Q1 2018.

  • Oak Point Wealth Management held 9,411 shares of iShares Edge MSCI Min Vol Asia ex Japan ETF worth $348K as of Q1 2018.
  • Oak Point Wealth Management bought 2,290 iShares Edge MSCI Min Vol Asia ex Japan ETF shares in Q1 2018, an estimated $85.8K.
  • iShares Edge MSCI Min Vol Asia ex Japan ETF made up 0.36% of Oak Point Wealth Management's portfolio in Q1 2018, its #75 holding.
  • Oak Point Wealth Management first reported a position in iShares Edge MSCI Min Vol Asia ex Japan ETF in Q4 2017 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Asia ex Japan ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.