Ameriprise’s iShares Edge MSCI Min Vol Japan ETF JPMV Stock Holding History

Ameriprise’s Portfolio JPMV Stock Details JPMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,796	Closed	-$337K	–	3772
2020 Q1	$337K	Hold	5,796	–	–	﹤0.01%	3270
2019 Q4	$391K	Hold	5,796	–	–	﹤0.01%	3415
2019 Q3	$395K	Hold	5,796	–	–	﹤0.01%	3373
2019 Q2	$376K	Hold	5,796	–	–	﹤0.01%	3419
2019 Q1	$383K	Buy	5,796 +1,430	+33%	+$93.5K	﹤0.01%	3371
2018 Q4	$275K	Buy	+4,366	New	+$284K	﹤0.01%	3378
2016 Q1	–	Sell	-21,969	Closed	-$1.25M	–	3921
2015 Q4	$1.25M	Buy	21,969 +3,896	+22%	+$220K	﹤0.01%	2850
2015 Q3	$967K	Buy	18,073 +4,971	+38%	+$279K	﹤0.01%	2992
2015 Q2	$739K	Buy	13,102 +7,168	+121%	+$414K	﹤0.01%	3268
2015 Q1	$336K	Buy	+5,934	New	+$325K	﹤0.01%	3368

Other funds holding JPMV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise's JPMV Position: Q2 2020 in Review

Ameriprise sold out of iShares Edge MSCI Min Vol Japan ETF (JPMV) in Q2 2020, closing a stake of 5,796 shares — an estimated $337K sold.

Ameriprise first reported a position in JPMV in Q1 2015 and held it in 10 quarters. The position peaked at $1.25M in Q4 2015. 16 funds tracked by Wall St. Rank hold JPMV as of Q2 2020.

Ameriprise reported no remaining iShares Edge MSCI Min Vol Japan ETF position as of Q2 2020 after selling out during the quarter.
Ameriprise sold 5,796 iShares Edge MSCI Min Vol Japan ETF shares in Q2 2020, an estimated $337K.
Ameriprise first reported a position in iShares Edge MSCI Min Vol Japan ETF in Q1 2015 and held it in 10 quarters.
Ameriprise's iShares Edge MSCI Min Vol Japan ETF position peaked at $1.25M in Q4 2015.
16 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Japan ETF as of Q2 2020.

Based on Ameriprise's 13F filing for Q2 2020, filed 14 Aug 2020.