MSI Financial Services’s iShares Edge MSCI Min Vol Japan ETF JPMV Stock Holding History

MSI Financial Services’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
2016 Q4	$89K	Buy	1,556 +231	+17%	+$13.7K	﹤0.01%	1531
2016 Q3	$82K	Sell	1,325 -678	-34%	-$40.7K	﹤0.01%	1541
2016 Q2	$118K	Sell	2,003 -1,697	-46%	-$98.7K	﹤0.01%	1323
2016 Q1	$211K	Sell	3,700 -2,050	-36%	-$114K	0.01%	957
2015 Q4	$328K	Sell	5,750 -3,175	-36%	-$180K	0.01%	716
2015 Q3	$477K	Buy	+8,925	New	+$500K	0.04%	412

Other funds holding JPMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 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

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

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

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

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

OMC

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

RJA

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

MSI Financial Services's JPMV Position: Q4 2016 in Review

MSI Financial Services increased its iShares Edge MSCI Min Vol Japan ETF (JPMV) stake by 17% in Q4 2016, buying an estimated $13.7K and bringing the position to 1,556 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

MSI Financial Services first reported a position in JPMV in Q3 2015 and has held it in 6 quarters since. The position peaked at $477K in Q3 2015. 14 funds tracked by Wall St. Rank hold JPMV as of Q4 2016.

MSI Financial Services held 1,556 shares of iShares Edge MSCI Min Vol Japan ETF worth $89K as of Q4 2016.
MSI Financial Services bought 231 iShares Edge MSCI Min Vol Japan ETF shares in Q4 2016, an estimated $13.7K.
iShares Edge MSCI Min Vol Japan ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1531 holding.
MSI Financial Services first reported a position in iShares Edge MSCI Min Vol Japan ETF in Q3 2015 and has held it in 6 quarters since.
MSI Financial Services's iShares Edge MSCI Min Vol Japan ETF position peaked at $477K in Q3 2015.
14 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Japan ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.