Morgan Stanley’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History

Morgan Stanley’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	-6,147	Closed	-$136K	–	6838
2020 Q1	$136K	Sell	6,147 -1,179	-16%	-$30K	﹤0.01%	5055
2019 Q4	$198K	Buy	7,326 +2,723	+59%	+$71K	﹤0.01%	5415
2019 Q3	$117K	Buy	+4,603	New	+$116K	﹤0.01%	5387
2019 Q2	–	Sell	-1,492	Closed	-$37K	–	6845
2019 Q1	$37K	Buy	+1,492	New	+$36K	﹤0.01%	5804
2017 Q3	–	Sell	-1,899	Closed	-$47K	–	6669
2017 Q2	$47K	Hold	1,899	–	–	﹤0.01%	5878
2017 Q1	$43K	Sell	1,899 -2,464	-56%	-$54K	﹤0.01%	5881
2016 Q4	$93K	Sell	4,363 -2,806	-39%	-$60.2K	﹤0.01%	5593
2016 Q3	$166K	Buy	7,169 +1,614	+29%	+$37.4K	﹤0.01%	5095
2016 Q2	$128K	Buy	5,555 +4,984	+873%	+$118K	﹤0.01%	5133
2016 Q1	$13K	Hold	571	–	–	﹤0.01%	6058
2015 Q4	$13K	Buy	+571	New	+$13.6K	﹤0.01%	6179

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 $333M AUM 24.54% 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

Morgan Stanley's EUMV Position: Q2 2020 in Review

Morgan Stanley sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q2 2020, closing a stake of 6,147 shares — an estimated $136K sold.

Morgan Stanley first reported a position in EUMV in Q4 2015 and held it in 11 quarters. The position peaked at $198K in Q4 2019. 21 funds tracked by Wall St. Rank hold EUMV as of Q2 2020.

Morgan Stanley reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q2 2020 after selling out during the quarter.
Morgan Stanley sold 6,147 iShares Edge MSCI Min Vol Europe ETF shares in Q2 2020, an estimated $136K.
Morgan Stanley first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q4 2015 and held it in 11 quarters.
Morgan Stanley's iShares Edge MSCI Min Vol Europe ETF position peaked at $198K in Q4 2019.
21 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q2 2020.

Based on Morgan Stanley's 13F filing for Q2 2020, filed 14 Aug 2020.