CI
EUMV

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

CX Institutional’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 		– Sell
-273
Closed -$7K – 784
2019
Q3 		$7K Sell
273
-82,772
-100% -$2.09M ﹤0.01% 529
2019
Q2 		$2.12M Buy
+83,045
New +$2.09M 0.34% 78

Other funds holding EUMV

ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
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

CX Institutional's EUMV Position: Q4 2019 in Review

CX Institutional sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q4 2019, closing a stake of 273 shares — an estimated $7K sold.

CX Institutional first reported a position in EUMV in Q2 2019 and held it in 2 quarters. The position peaked at $2.12M in Q2 2019. 18 funds tracked by Wall St. Rank hold EUMV as of Q4 2019.

  • CX Institutional reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q4 2019 after selling out during the quarter.
  • CX Institutional sold 273 iShares Edge MSCI Min Vol Europe ETF shares in Q4 2019, an estimated $7K.
  • CX Institutional first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q2 2019 and held it in 2 quarters.
  • CX Institutional's iShares Edge MSCI Min Vol Europe ETF position peaked at $2.12M in Q2 2019.
  • 18 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q4 2019.

Based on CX Institutional's 13F filing for Q4 2019, filed 21 Jan 2020.