Destination Wealth Management’s iShares Edge MSCI Min Vol Japan ETF JPMV Stock Holding History

Destination Wealth Management’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
2018 Q2	–	Sell	-34	Closed	-$2K	–	681
2018 Q1	$2K	Buy	+34	New	+$2.36K	﹤0.01%	518

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Destination Wealth Management's JPMV Position: Q2 2018 in Review

Destination Wealth Management sold out of iShares Edge MSCI Min Vol Japan ETF (JPMV) in Q2 2018, closing a stake of 34 shares — an estimated $2K sold.

Destination Wealth Management first reported a position in JPMV in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 17 funds tracked by Wall St. Rank hold JPMV as of Q2 2018.

Destination Wealth Management reported no remaining iShares Edge MSCI Min Vol Japan ETF position as of Q2 2018 after selling out during the quarter.
Destination Wealth Management sold 34 iShares Edge MSCI Min Vol Japan ETF shares in Q2 2018, an estimated $2K.
Destination Wealth Management first reported a position in iShares Edge MSCI Min Vol Japan ETF in Q1 2018 and held it in 1 quarter.
Destination Wealth Management's iShares Edge MSCI Min Vol Japan ETF position peaked at $2K in Q1 2018.
17 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Japan ETF as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.