Envestnet Asset Management’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History

Envestnet Asset Management’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 Q4	–	Sell	-1,625	Closed	-$38K	–	3418
2016 Q3	$38K	Buy	1,625 +105	+7%	+$2.44K	﹤0.01%	2686
2016 Q2	$35K	Buy	1,520 +107	+8%	+$2.52K	﹤0.01%	2851
2016 Q1	$33K	Buy	1,413 +48	+4%	+$1.09K	﹤0.01%	2857
2015 Q4	$32K	Buy	+1,365	New	+$32.6K	﹤0.01%	2799

Other funds holding EUMV

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management's EUMV Position: Q4 2016 in Review

Envestnet Asset Management sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q4 2016, closing a stake of 1,625 shares — an estimated $38K sold.

Envestnet Asset Management first reported a position in EUMV in Q4 2015 and held it in 4 quarters. The position peaked at $38K in Q3 2016. 22 funds tracked by Wall St. Rank hold EUMV as of Q4 2016.

Envestnet Asset Management reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q4 2016 after selling out during the quarter.
Envestnet Asset Management sold 1,625 iShares Edge MSCI Min Vol Europe ETF shares in Q4 2016, an estimated $38K.
Envestnet Asset Management first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q4 2015 and held it in 4 quarters.
Envestnet Asset Management's iShares Edge MSCI Min Vol Europe ETF position peaked at $38K in Q3 2016.
22 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q4 2016.

Based on Envestnet Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.