Patriot Financial Group Insurance Agency’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-200	Closed	-$5K	–	957
2018 Q1	$5K	Sell	200 -200	-50%	-$5.1K	﹤0.01%	751
2017 Q4	$10K	Hold	400	–	–	0.01%	599
2017 Q3	$10K	Sell	400 -200	-33%	-$5K	0.01%	562
2017 Q2	$15K	Buy	600 +200	+50%	+$4.86K	0.02%	451
2017 Q1	$9K	Sell	400 -200	-33%	-$4.38K	0.01%	518
2016 Q4	$13K	Buy	+600	New	+$12.9K	0.02%	433

Other funds holding EUMV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

RJFSA

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

APSP

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

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

Patriot Financial Group Insurance Agency's EUMV Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q2 2018, closing a stake of 200 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in EUMV in Q4 2016 and held it in 6 quarters. The position peaked at $15K in Q2 2017. 19 funds tracked by Wall St. Rank hold EUMV as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 200 iShares Edge MSCI Min Vol Europe ETF shares in Q2 2018, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q4 2016 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's iShares Edge MSCI Min Vol Europe ETF position peaked at $15K in Q2 2017.
19 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.