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

LPL Financial’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
2018 Q4	–	Sell	-8,904	Closed	-$224K	–	3315
2018 Q3	$224K	Sell	8,904 -27	-0.3%	-$676	﹤0.01%	2910
2018 Q2	$220K	Buy	8,931 +94	+1%	+$2.39K	﹤0.01%	2918
2018 Q1	$225K	Sell	8,837 -69,115	-89%	-$1.76M	﹤0.01%	2863
2017 Q4	$1.98M	Sell	77,952 -26,258	-25%	-$663K	0.01%	1064
2017 Q3	$2.63M	Sell	104,210 -22,584	-18%	-$564K	0.01%	854
2017 Q2	$3.11M	Buy	126,794 +6,556	+5%	+$159K	0.01%	733
2017 Q1	$2.74M	Buy	120,238 +26,101	+28%	+$572K	0.02%	674
2016 Q4	$1.99M	Buy	94,137 +5,413	+6%	+$116K	0.02%	802
2016 Q3	$2.04M	Buy	88,724 +25,866	+41%	+$600K	0.02%	761
2016 Q2	$1.41M	Buy	62,858 +24,966	+66%	+$589K	0.01%	948
2016 Q1	$879K	Buy	37,892 +20,682	+120%	+$471K	﹤0.01%	1770
2015 Q4	$398K	Buy	+17,210	New	+$411K	﹤0.01%	2343

Other funds holding EUMV

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

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

RJFSA

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

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ACM

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

LPL Financial's EUMV Position: Q4 2018 in Review

LPL Financial sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q4 2018, closing a stake of 8,904 shares — an estimated $224K sold.

LPL Financial first reported a position in EUMV in Q4 2015 and held it in 12 quarters. The position peaked at $3.11M in Q2 2017. 19 funds tracked by Wall St. Rank hold EUMV as of Q4 2018.

LPL Financial reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q4 2018 after selling out during the quarter.
LPL Financial sold 8,904 iShares Edge MSCI Min Vol Europe ETF shares in Q4 2018, an estimated $224K.
LPL Financial first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q4 2015 and held it in 12 quarters.
LPL Financial's iShares Edge MSCI Min Vol Europe ETF position peaked at $3.11M in Q2 2017.
19 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q4 2018.

Based on LPL Financial's 13F filing for Q4 2018, filed 7 Feb 2019.