UBS Group’s iShares Edge MSCI Min Vol EAFE Currency Hedged ETF HEFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-920
Closed -$26K 8570
2018
Q2
$26K Buy
920
+633
+221% +$17.6K ﹤0.01% 6529
2018
Q1
$8K Hold
287
﹤0.01% 7047
2017
Q4
$8K Buy
287
+200
+230% +$5.47K ﹤0.01% 7195
2017
Q3
$2K Buy
+87
New +$2.3K ﹤0.01% 7525
2016
Q3
Sell
-79
Closed -$2K 8152
2016
Q2
$2K Buy
+79
New +$1.95K ﹤0.01% 7490

UBS Group's HEFV Position: Q3 2018 in Review

UBS Group sold out of iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) in Q3 2018, closing a stake of 920 shares — an estimated $26K sold.

UBS Group first reported a position in HEFV in Q2 2016 and held it in 5 quarters. The position peaked at $26K in Q2 2018. 0 funds tracked by Wall St. Rank hold HEFV as of Q3 2018.

  • UBS Group reported no remaining iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position as of Q3 2018 after selling out during the quarter.
  • UBS Group sold 920 iShares Edge MSCI Min Vol EAFE Currency Hedged ETF shares in Q3 2018, an estimated $26K.
  • UBS Group first reported a position in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF in Q2 2016 and held it in 5 quarters.
  • UBS Group's iShares Edge MSCI Min Vol EAFE Currency Hedged ETF position peaked at $26K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol EAFE Currency Hedged ETF as of Q3 2018.

Based on UBS Group's 13F filing for Q3 2018, filed 14 Nov 2018.