Institute for Wealth Management’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History

Institute for Wealth 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
2020 Q2	–	Sell	-11,886	Closed	-$262K	–	448
2020 Q1	$262K	Sell	11,886 -893	-7%	-$22.7K	0.08%	307
2019 Q4	$345K	Sell	12,779 -1,725	-12%	-$45K	0.08%	315
2019 Q3	$369K	Sell	14,504 -6,026	-29%	-$152K	0.09%	287
2019 Q2	$524K	Sell	20,530 -901	-4%	-$22.7K	0.12%	244
2019 Q1	$535K	Sell	21,431 -4,326	-17%	-$104K	0.12%	230
2018 Q4	$591K	Buy	+25,757	New	+$610K	0.24%	128

Other funds holding EUMV

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

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

FLI

Family Legacy Inc Greenville, South Carolina $375M AUM 35.98% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

APSP

Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania $216M AUM 17.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Institute for Wealth Management's EUMV Position: Q2 2020 in Review

Institute for Wealth Management sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q2 2020, closing a stake of 11,886 shares — an estimated $262K sold.

Institute for Wealth Management first reported a position in EUMV in Q4 2018 and held it in 6 quarters. The position peaked at $591K in Q4 2018. 21 funds tracked by Wall St. Rank hold EUMV as of Q2 2020.

Institute for Wealth Management reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q2 2020 after selling out during the quarter.
Institute for Wealth Management sold 11,886 iShares Edge MSCI Min Vol Europe ETF shares in Q2 2020, an estimated $262K.
Institute for Wealth Management first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q4 2018 and held it in 6 quarters.
Institute for Wealth Management's iShares Edge MSCI Min Vol Europe ETF position peaked at $591K in Q4 2018.
21 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q2 2020.

Based on Institute for Wealth Management's 13F filing for Q2 2020, filed 30 Jul 2020.