Ameriprise
EUMV

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

Ameriprise’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
2018
Q4 		– Sell
-1,438
Closed -$36.2M – 3813
2018
Q3 		$36.2M Buy
+1,438
New +$36K 0.01% 917
2017
Q4 		– Sell
-8,936
Closed -$226K – 3775
2017
Q3 		$226K Sell
8,936
-56,568
-86% -$1.41M ﹤0.01% 3478
2017
Q2 		$1.6M Sell
65,504
-10,197
-13% -$248K ﹤0.01% 2718
2017
Q1 		$1.73M Buy
75,701
+37,177
+97% +$815K ﹤0.01% 2644
2016
Q4 		$817K Buy
38,524
+7,165
+23% +$154K ﹤0.01% 3052
2016
Q3 		$726K Buy
31,359
+5,935
+23% +$138K ﹤0.01% 3042
2016
Q2 		$586K Buy
25,424
+8,903
+54% +$210K ﹤0.01% 3094
2016
Q1 		$389K Sell
16,521
-39,616
-71% -$903K ﹤0.01% 3261
2015
Q4 		$1.32M Buy
56,137
+10,508
+23% +$251K ﹤0.01% 2820
2015
Q3 		$1.04M Buy
45,629
+13,209
+41% +$315K ﹤0.01% 2958
2015
Q2 		$769K Buy
32,420
+17,336
+115% +$431K ﹤0.01% 3247
2015
Q1 		$361K Buy
+15,084
New +$359K ﹤0.01% 3331

Other funds holding EUMV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise's EUMV Position: Q4 2018 in Review

Ameriprise sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q4 2018, closing a stake of 1,438 shares — an estimated $36.2M sold.

Ameriprise first reported a position in EUMV in Q1 2015 and held it in 12 quarters. The position peaked at $36.2M in Q3 2018. 19 funds tracked by Wall St. Rank hold EUMV as of Q4 2018.

  • Ameriprise reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q4 2018 after selling out during the quarter.
  • Ameriprise sold 1,438 iShares Edge MSCI Min Vol Europe ETF shares in Q4 2018, an estimated $36.2M.
  • Ameriprise first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q1 2015 and held it in 12 quarters.
  • Ameriprise's iShares Edge MSCI Min Vol Europe ETF position peaked at $36.2M in Q3 2018.
  • 19 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q4 2018.

Based on Ameriprise's 13F filing for Q4 2018, filed 14 Feb 2019.