Shine Investment Advisory Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$28.3M	Buy	414,719 +45,383	+12%	+$3.09M	9.57%	2
2020 Q2	$24.4M	Buy	369,336 +107,762	+41%	+$6.99M	8.91%	2
2020 Q1	$16.2M	Buy	261,574 +148,733	+132%	+$10.5M	7.53%	2
2019 Q4	$8.41M	Buy	112,841 +108,606	+2,564%	+$8.09M	3.35%	8
2019 Q3	$310K	Buy	4,235 +261	+7%	+$18.9K	0.15%	85
2019 Q2	$289K	Buy	3,974 +74	+2%	+$5.32K	0.13%	90
2019 Q1	$281K	Hold	3,900	–	–	0.13%	92
2018 Q4	$260K	Buy	3,900 +46	+1%	+$3.16K	0.13%	89
2018 Q3	$281K	Hold	3,854	–	–	0.15%	88
2018 Q2	$274K	Buy	3,854 +76	+2%	+$5.59K	0.14%	84
2018 Q1	$278K	Hold	3,778	–	–	0.15%	82
2017 Q4	$276K	Buy	3,778 +21	+0.6%	+$1.51K	0.14%	82
2017 Q3	$267K	Hold	3,757	–	–	0.14%	81
2017 Q2	$260K	Buy	3,757 +74	+2%	+$5.1K	0.13%	79
2017 Q1	$243K	Buy	+3,683	New	+$236K	0.16%	74

Other funds holding EFAV

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Shine Investment Advisory Services increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 12% in Q3 2020, buying an estimated $3.09M and bringing the position to 414,719 shares worth $28.3M. The position accounts for 9.57% of the portfolio, ranked #2.

Shine Investment Advisory Services first reported a position in EFAV in Q1 2017 and has held it in 15 quarters since. 519 funds tracked by Wall St. Rank hold EFAV as of Q3 2020.

Shine Investment Advisory Services held 414,719 shares of iShares MSCI EAFE Min Vol Factor ETF worth $28.3M as of Q3 2020.
Shine Investment Advisory Services bought 45,383 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2020, an estimated $3.09M.
iShares MSCI EAFE Min Vol Factor ETF made up 9.57% of Shine Investment Advisory Services's portfolio in Q3 2020, its #2 holding.
Shine Investment Advisory Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2017 and has held it in 15 quarters since.
519 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2020.

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