Shine Investment Advisory Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,140	Closed	-$194K	–	737
2020 Q1	$194K	Hold	4,140	–	–	0.09%	113
2019 Q4	$243K	Hold	4,140	–	–	0.1%	110
2019 Q3	$236K	Hold	4,140	–	–	0.11%	99
2019 Q2	$244K	Hold	4,140	–	–	0.11%	104
2019 Q1	$245K	Hold	4,140	–	–	0.11%	101
2018 Q4	$231K	Hold	4,140	–	–	0.11%	96
2018 Q3	$246K	Hold	4,140	–	–	0.13%	92
2018 Q2	$239K	Hold	4,140	–	–	0.12%	89
2018 Q1	$258K	Hold	4,140	–	–	0.14%	85
2017 Q4	$252K	Hold	4,140	–	–	0.13%	87
2017 Q3	$241K	Hold	4,140	–	–	0.13%	85
2017 Q2	$229K	Hold	4,140	–	–	0.12%	84
2017 Q1	$221K	Buy	+4,140	New	+$214K	0.15%	80

Other funds holding EEMV

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

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

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

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Shine Investment Advisory Services's EEMV Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2020, closing a stake of 4,140 shares — an estimated $194K sold.

Shine Investment Advisory Services first reported a position in EEMV in Q1 2017 and held it in 13 quarters. The position peaked at $258K in Q1 2018. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2020.

Shine Investment Advisory Services reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 4,140 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2020, an estimated $194K.
Shine Investment Advisory Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2017 and held it in 13 quarters.
Shine Investment Advisory Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $258K in Q1 2018.
334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.