VSWA
EUMV

Vontobel Swiss Wealth Advisors’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History

Vontobel Swiss Wealth Advisors’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
2017
Q2 		– Sell
-10,579
Closed -$242K – 77
2017
Q1 		$242K Sell
10,579
-194,369
-95% -$4.26M 0.13% 60
2016
Q4 		$4.35M Sell
204,948
-17,518
-8% -$376K 2.67% 10
2016
Q3 		$5.15M Buy
+222,466
New +$5.16M 2.76% 11

Other funds holding EUMV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's EUMV Position: Q2 2017 in Review

Vontobel Swiss Wealth Advisors sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q2 2017, closing a stake of 10,579 shares — an estimated $242K sold.

Vontobel Swiss Wealth Advisors first reported a position in EUMV in Q3 2016 and held it in 3 quarters. The position peaked at $5.15M in Q3 2016. 21 funds tracked by Wall St. Rank hold EUMV as of Q2 2017.

  • Vontobel Swiss Wealth Advisors reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q2 2017 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 10,579 iShares Edge MSCI Min Vol Europe ETF shares in Q2 2017, an estimated $242K.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q3 2016 and held it in 3 quarters.
  • Vontobel Swiss Wealth Advisors's iShares Edge MSCI Min Vol Europe ETF position peaked at $5.15M in Q3 2016.
  • 21 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q2 2017.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2017, filed 24 Jul 2017.