OneDigital Investment Advisors’s iShares Edge MSCI Min Vol Japan ETF JPMV Stock Holding History

OneDigital Investment Advisors’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
2018 Q3	–	Sell	-373	Closed	-$25K	–	1325
2018 Q2	$25K	Hold	373	–	–	0.01%	731
2018 Q1	$26K	Hold	373	–	–	0.01%	723
2017 Q4	$25K	Hold	373	–	–	﹤0.01%	735
2017 Q3	$24K	Hold	373	–	–	0.01%	590
2017 Q2	$23K	Buy	+373	New	+$23.1K	0.01%	705

Other funds holding JPMV

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

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

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

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

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

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

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

RJA

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

OneDigital Investment Advisors's JPMV Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of iShares Edge MSCI Min Vol Japan ETF (JPMV) in Q3 2018, closing a stake of 373 shares — an estimated $25K sold.

OneDigital Investment Advisors first reported a position in JPMV in Q2 2017 and held it in 5 quarters. The position peaked at $26K in Q1 2018. 16 funds tracked by Wall St. Rank hold JPMV as of Q3 2018.

OneDigital Investment Advisors reported no remaining iShares Edge MSCI Min Vol Japan ETF position as of Q3 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 373 iShares Edge MSCI Min Vol Japan ETF shares in Q3 2018, an estimated $25K.
OneDigital Investment Advisors first reported a position in iShares Edge MSCI Min Vol Japan ETF in Q2 2017 and held it in 5 quarters.
OneDigital Investment Advisors's iShares Edge MSCI Min Vol Japan ETF position peaked at $26K in Q1 2018.
16 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Japan ETF as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.