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Shine Investment Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Shine Investment Advisory Services’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$57K Buy
891
+337
+61% +$21.5K 0.02% 269
2020
Q2 		$34K Buy
554
+465
+522% +$26.7K 0.01% 367
2020
Q1 		$5K Buy
89
+14
+19% +$881 ﹤0.01% 604
2019
Q4 		$5K Buy
75
+43
+134% +$2.87K ﹤0.01% 658
2019
Q3 		$2K Buy
+32
New +$2.02K ﹤0.01% 694

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

Shine Investment Advisory Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 61% in Q3 2020, buying an estimated $21.5K and bringing the position to 891 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #269.

Shine Investment Advisory Services first reported a position in ESGD in Q3 2019 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold ESGD as of Q3 2020.

  • Shine Investment Advisory Services held 891 shares of iShares ESG Aware MSCI EAFE ETF worth $57K as of Q3 2020.
  • Shine Investment Advisory Services bought 337 iShares ESG Aware MSCI EAFE ETF shares in Q3 2020, an estimated $21.5K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #269 holding.
  • Shine Investment Advisory Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 5 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2020.

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