SWP
EUMV

Stratos Wealth Partners’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History

Stratos Wealth Partners’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
-3,746
Closed -$94K – 2838
2018
Q3 		$94K Buy
+3,746
New +$93.8K ﹤0.01% 1157
2018
Q2 		– Sell
-2,895
Closed -$74K – 2921
2018
Q1 		$74K Buy
2,895
+193
+7% +$4.92K ﹤0.01% 1363
2017
Q4 		$68K Buy
+2,702
New +$68.2K ﹤0.01% 1366

Other funds holding EUMV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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 $1.13B AUM 39.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stratos Wealth Partners's EUMV Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q4 2018, closing a stake of 3,746 shares — an estimated $94K sold.

Stratos Wealth Partners first reported a position in EUMV in Q4 2017 and held it in 3 quarters. The position peaked at $94K in Q3 2018. 19 funds tracked by Wall St. Rank hold EUMV as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,746 iShares Edge MSCI Min Vol Europe ETF shares in Q4 2018, an estimated $94K.
  • Stratos Wealth Partners first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's iShares Edge MSCI Min Vol Europe ETF position peaked at $94K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.