Asset Planning Services (Pennsylvania)’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,706
| Closed | -$285K | – | 84 |
|
|
2020
Q2 | $285K | Buy |
11,706
+134
| +1% | +$3.13K | 0.12% | 66 |
|
|
2020
Q1 | $255K | Hold |
11,572
| – | – | 0.13% | 64 |
|
|
2019
Q4 | $318K | Buy |
11,572
+84
| +0.7% | +$2.19K | 0.13% | 66 |
|
|
2019
Q3 | $292K | Hold |
11,488
| – | – | 0.13% | 64 |
|
|
2019
Q2 | $293K | Buy |
11,488
+246
| +2% | +$6.21K | 0.13% | 64 |
|
|
2019
Q1 | $280K | Hold |
11,242
| – | – | 0.13% | 63 |
|
|
2018
Q4 | $258K | Buy |
11,242
+857
| +8% | +$20.3K | 0.13% | 61 |
|
|
2018
Q3 | $252K | Hold |
10,385
| – | – | 0.12% | 62 |
|
|
2018
Q2 | $256K | Buy |
10,385
+178
| +2% | +$4.53K | 0.13% | 61 |
|
|
2018
Q1 | $259K | Hold |
10,207
| – | – | 0.13% | 61 |
|
|
2017
Q4 | $259K | Buy |
10,207
+105
| +1% | +$2.65K | 0.13% | 60 |
|
|
2017
Q3 | $255K | Buy |
10,102
+1,810
| +22% | +$45.2K | 0.14% | 59 |
|
|
2017
Q2 | $203K | Buy |
8,292
+3,387
| +69% | +$82.3K | 0.13% | 68 |
|
|
2017
Q1 | $112K | Hold |
4,905
| – | – | 0.08% | 97 |
|
|
2016
Q4 | $104K | Buy |
4,905
+651
| +15% | +$14K | 0.08% | 93 |
|
|
2016
Q3 | $99K | Hold |
4,254
| – | – | 0.08% | 93 |
|
|
2016
Q2 | $98K | Buy |
4,254
+3,129
| +278% | +$73.8K | 0.08% | 103 |
|
|
2016
Q1 | $26K | Buy |
+1,125
| New | +$25.6K | 0.02% | 159 |
|
Asset Planning Services (Pennsylvania)'s EUMV Position: Q3 2020 in Review
Asset Planning Services (Pennsylvania) sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q3 2020, closing a stake of 11,706 shares — an estimated $285K sold.
Asset Planning Services (Pennsylvania) first reported a position in EUMV in Q1 2016 and held it in 18 quarters. The position peaked at $318K in Q4 2019. 0 funds tracked by Wall St. Rank hold EUMV as of Q3 2020.
- Asset Planning Services (Pennsylvania) reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q3 2020 after selling out during the quarter.
- Asset Planning Services (Pennsylvania) sold 11,706 iShares Edge MSCI Min Vol Europe ETF shares in Q3 2020, an estimated $285K.
- Asset Planning Services (Pennsylvania) first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q1 2016 and held it in 18 quarters.
- Asset Planning Services (Pennsylvania)'s iShares Edge MSCI Min Vol Europe ETF position peaked at $318K in Q4 2019.
- 0 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q3 2020.
Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2020, filed 10 Nov 2020.