CFA
EUMV

Carroll Financial Associates’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History

Carroll Financial Associates’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
2016
Q3 		– Sell
-420
Closed -$9K – 1249
2016
Q2 		$9K Hold
420
– – ﹤0.01% 817
2016
Q1 		$9K Hold
420
– – ﹤0.01% 797
2015
Q4 		$9K Buy
+420
New +$10K ﹤0.01% 772

Other funds holding EUMV

VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carroll Financial Associates's EUMV Position: Q3 2016 in Review

Carroll Financial Associates sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q3 2016, closing a stake of 420 shares — an estimated $9K sold.

Carroll Financial Associates first reported a position in EUMV in Q4 2015 and held it in 3 quarters. The position peaked at $9K in Q2 2016. 22 funds tracked by Wall St. Rank hold EUMV as of Q3 2016.

  • Carroll Financial Associates reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q3 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 420 iShares Edge MSCI Min Vol Europe ETF shares in Q3 2016, an estimated $9K.
  • Carroll Financial Associates first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q4 2015 and held it in 3 quarters.
  • Carroll Financial Associates's iShares Edge MSCI Min Vol Europe ETF position peaked at $9K in Q2 2016.
  • 22 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q3 2016.

Based on Carroll Financial Associates's 13F filing for Q3 2016, filed 11 Oct 2016.