Advisor Group’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History

Advisor Group’s Portfolio EUMV Stock Details EUMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$110K	Buy	4,071 +228	+6%	+$5.94K	﹤0.01%	2870
2019 Q3	$98K	Sell	3,843 -237	-6%	-$5.97K	﹤0.01%	2900
2019 Q2	$104K	Buy	4,080 +800	+24%	+$20.2K	﹤0.01%	2835
2019 Q1	$81K	Buy	3,280 +2,704	+469%	+$65.3K	﹤0.01%	3038
2018 Q4	$13K	Hold	576	–	–	﹤0.01%	4080
2018 Q3	$14K	Buy	576 +216	+60%	+$5.41K	﹤0.01%	4108
2018 Q2	$9K	Hold	360	–	–	﹤0.01%	4150
2018 Q1	$9K	Hold	360	–	–	﹤0.01%	4171
2017 Q4	$9K	Sell	360 -265	-42%	-$6.69K	﹤0.01%	4168
2017 Q3	$16K	Sell	625 -473	-43%	-$11.8K	﹤0.01%	3709
2017 Q2	$27K	Sell	1,098 -141	-11%	-$3.43K	﹤0.01%	3306
2017 Q1	$28K	Sell	1,239 -928	-43%	-$20.3K	﹤0.01%	3138
2016 Q4	$46K	Sell	2,167 -1,086	-33%	-$23.3K	﹤0.01%	2678
2016 Q3	$76K	Sell	3,253 -1,632	-33%	-$37.9K	﹤0.01%	2216
2016 Q2	$111K	Buy	+4,885	New	+$115K	﹤0.01%	1856

Other funds holding EUMV

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

APSP

Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania $216M AUM 17.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Advisor Group's EUMV Position: Q4 2019 in Review

Advisor Group increased its iShares Edge MSCI Min Vol Europe ETF (EUMV) stake by 5.9% in Q4 2019, buying an estimated $5.94K and bringing the position to 4,071 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2870.

Advisor Group first reported a position in EUMV in Q2 2016 and has held it in 15 quarters since. The position peaked at $111K in Q2 2016. 18 funds tracked by Wall St. Rank hold EUMV as of Q4 2019.

Advisor Group held 4,071 shares of iShares Edge MSCI Min Vol Europe ETF worth $110K as of Q4 2019.
Advisor Group bought 228 iShares Edge MSCI Min Vol Europe ETF shares in Q4 2019, an estimated $5.94K.
iShares Edge MSCI Min Vol Europe ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2870 holding.
Advisor Group first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares Edge MSCI Min Vol Europe ETF position peaked at $111K in Q2 2016.
18 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.