Shine Investment Advisory Services’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$773K	Sell	16,699 -480	-3%	-$22.2K	0.26%	51
2020 Q2	$736K	Buy	17,179 +4,145	+32%	+$166K	0.27%	53
2020 Q1	$462K	Buy	13,034 +9,035	+226%	+$413K	0.21%	64
2019 Q4	$205K	Buy	+3,999	New	+$198K	0.08%	123

Other funds holding EMXC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2.8% in Q3 2020, selling an estimated $22.2K and leaving 16,699 shares worth $773K. The position accounts for 0.26% of the portfolio, ranked #51.

Shine Investment Advisory Services first reported a position in EMXC in Q4 2019 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold EMXC as of Q3 2020.

Shine Investment Advisory Services held 16,699 shares of iShares MSCI Emerging Markets ex China ETF worth $773K as of Q3 2020.
Shine Investment Advisory Services sold 480 iShares MSCI Emerging Markets ex China ETF shares in Q3 2020, an estimated $22.2K.
iShares MSCI Emerging Markets ex China ETF made up 0.26% of Shine Investment Advisory Services's portfolio in Q3 2020, its #51 holding.
Shine Investment Advisory Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2019 and has held it in 4 quarters since.
30 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2020.

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