Shine Investment Advisory Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Shine Investment Advisory Services’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$164K	Hold	3,717	–	–	0.06%	141
2020 Q2	$149K	Hold	3,717	–	–	0.05%	144
2020 Q1	$127K	Buy	3,717 +3,307	+807%	+$136K	0.06%	152
2019 Q4	$18K	Sell	410 -170	-29%	-$7.3K	0.01%	488
2019 Q3	$24K	Buy	+580	New	+$23.9K	0.01%	429
2018 Q3	–	Sell	-5,435	Closed	-$235K	–	647
2018 Q2	$235K	Buy	5,435 +510	+10%	+$23.6K	0.12%	92
2018 Q1	$238K	Sell	4,925 -218	-4%	-$10.7K	0.13%	90
2017 Q4	$242K	Buy	5,143 +23	+0.4%	+$1.06K	0.12%	89
2017 Q3	$229K	Hold	5,120	–	–	0.12%	92
2017 Q2	$212K	Buy	+5,120	New	+$208K	0.11%	91

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Shine Investment Advisory Services held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2020 at 3,717 shares worth $164K. The position accounts for 0.06% of the portfolio, ranked #141.

Shine Investment Advisory Services first reported a position in EEM in Q2 2017 and has held it in 10 quarters since. The position peaked at $242K in Q4 2017. 1,147 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

Shine Investment Advisory Services held 3,717 shares of iShares MSCI Emerging Markets ETF worth $164K as of Q3 2020.
Shine Investment Advisory Services left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2020.
iShares MSCI Emerging Markets ETF made up 0.06% of Shine Investment Advisory Services's portfolio in Q3 2020, its #141 holding.
Shine Investment Advisory Services first reported a position in iShares MSCI Emerging Markets ETF in Q2 2017 and has held it in 10 quarters since.
Shine Investment Advisory Services's iShares MSCI Emerging Markets ETF position peaked at $242K in Q4 2017.
1,147 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

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