Royal Bank of Canada
HEFV

Royal Bank of Canada’s iShares Edge MSCI Min Vol EAFE Currency Hedged ETF HEFV Stock Holding History

Royal Bank of Canada’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
2017
Q4 		– Sell
-272
Closed -$7K – 7227
2017
Q3 		$7K Hold
272
– – ﹤0.01% 6376
2017
Q2 		$7K Hold
272
– – ﹤0.01% 5956
2017
Q1 		$7K Buy
+272
New +$6.82K ﹤0.01% 6126

Other funds holding HEFV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada's HEFV Position: Q4 2017 in Review

Royal Bank of Canada sold out of iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) in Q4 2017, closing a stake of 272 shares — an estimated $7K sold.

Royal Bank of Canada first reported a position in HEFV in Q1 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2017. 8 funds tracked by Wall St. Rank hold HEFV as of Q4 2017.

  • Royal Bank of Canada reported no remaining iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position as of Q4 2017 after selling out during the quarter.
  • Royal Bank of Canada sold 272 iShares Edge MSCI Min Vol EAFE Currency Hedged ETF shares in Q4 2017, an estimated $7K.
  • Royal Bank of Canada first reported a position in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF in Q1 2017 and held it in 3 quarters.
  • Royal Bank of Canada's iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position peaked at $7K in Q3 2017.
  • 8 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol EAFE Currency Hedged ETF as of Q4 2017.

Based on Royal Bank of Canada's 13F filing for Q4 2017, filed 14 Feb 2018.