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Shine Investment Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Shine Investment Advisory Services’s Portfolio ACWV Stock Details ACWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$2.27M Sell
24,666
-7,276
-23% -$665K 0.77% 19
2020
Q2 		$2.8M Sell
31,942
-20,329
-39% -$1.76M 1.02% 15
2020
Q1 		$4.2M Sell
52,271
-1,449
-3% -$134K 1.95% 11
2019
Q4 		$5.15M Sell
53,720
-357
-0.7% -$34K 2.05% 14
2019
Q3 		$5.12M Sell
54,077
-1,213
-2% -$113K 2.43% 10
2019
Q2 		$5.09M Sell
55,290
-1,018
-2% -$91.8K 2.36% 10
2019
Q1 		$5.04M Sell
56,308
-2,429
-4% -$209K 2.34% 10
2018
Q4 		$4.77M Sell
58,737
-9,036
-13% -$763K 2.35% 11
2018
Q3 		$5.96M Sell
67,773
-3,381
-5% -$291K 3.13% 6
2018
Q2 		$5.91M Sell
71,154
-17,121
-19% -$1.43M 3.02% 8
2018
Q1 		$7.4M Sell
88,275
-2,017
-2% -$170K 3.93% 6
2017
Q4 		$7.61M Buy
90,292
+7,687
+9% +$640K 3.79% 7
2017
Q3 		$6.72M Buy
82,605
+7,827
+10% +$630K 3.5% 7
2017
Q2 		$5.92M Buy
74,778
+20,915
+39% +$1.65M 3.01% 8
2017
Q1 		$4.15M Buy
53,863
+31,348
+139% +$2.36M 2.75% 12
2016
Q4 		$1.64M Buy
+22,515
New +$1.65M 1.35% 14

Other funds holding ACWV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Shine Investment Advisory Services's ACWV Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 23% in Q3 2020, selling an estimated $665K and leaving 24,666 shares worth $2.27M. The position accounts for 0.77% of the portfolio, ranked #19.

Shine Investment Advisory Services first reported a position in ACWV in Q4 2016 and has held it in 16 quarters since. The position peaked at $7.61M in Q4 2017. 256 funds tracked by Wall St. Rank hold ACWV as of Q3 2020.

  • Shine Investment Advisory Services held 24,666 shares of iShares MSCI Global Min Vol Factor ETF worth $2.27M as of Q3 2020.
  • Shine Investment Advisory Services sold 7,276 iShares MSCI Global Min Vol Factor ETF shares in Q3 2020, an estimated $665K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.77% of Shine Investment Advisory Services's portfolio in Q3 2020, its #19 holding.
  • Shine Investment Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2016 and has held it in 16 quarters since.
  • Shine Investment Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $7.61M in Q4 2017.
  • 256 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.