Shine Investment Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$13K	Hold	210	–	–	﹤0.01%	511
2020 Q2	$13K	Sell	210 -4,074	-95%	-$236K	﹤0.01%	516
2020 Q1	$229K	Sell	4,284 -3,026	-41%	-$192K	0.11%	101
2019 Q4	$508K	Buy	7,310 +229	+3%	+$15.5K	0.2%	67
2019 Q3	$462K	Buy	7,081 +325	+5%	+$20.9K	0.22%	65
2019 Q2	$444K	Sell	6,756 -1,298	-16%	-$84.9K	0.21%	66
2019 Q1	$522K	Sell	8,054 -22,145	-73%	-$1.4M	0.24%	62
2018 Q4	$1.77M	Buy	30,199 +29,423	+3,792%	+$1.84M	0.88%	24
2018 Q3	$53K	Hold	776	–	–	0.03%	283
2018 Q2	$52K	Sell	776 -61	-7%	-$4.28K	0.03%	299
2018 Q1	$58K	Buy	837 +61	+8%	+$4.35K	0.03%	271
2017 Q4	$55K	Hold	776	–	–	0.03%	287
2017 Q3	$53K	Hold	776	–	–	0.03%	283
2017 Q2	$51K	Buy	+776	New	+$50.2K	0.03%	271

Other funds holding EFA

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Shine Investment Advisory Services held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2020 at 210 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Shine Investment Advisory Services first reported a position in EFA in Q2 2017 and has held it in 14 quarters since. The position peaked at $1.77M in Q4 2018. 1,414 funds tracked by Wall St. Rank hold EFA as of Q3 2020.

Shine Investment Advisory Services held 210 shares of iShares MSCI EAFE ETF worth $13K as of Q3 2020.
Shine Investment Advisory Services left its iShares MSCI EAFE ETF share count unchanged in Q3 2020.
iShares MSCI EAFE ETF made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #511 holding.
Shine Investment Advisory Services first reported a position in iShares MSCI EAFE ETF in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's iShares MSCI EAFE ETF position peaked at $1.77M in Q4 2018.
1,414 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2020.

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