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Shine Investment Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Shine Investment Advisory Services’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,370
Closed -$44K – 726
2020
Q2 		$44K Buy
+1,370
New +$41.2K 0.02% 315

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Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Shine Investment Advisory Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2020, closing a stake of 1,370 shares — an estimated $44K sold.

Shine Investment Advisory Services first reported a position in ESGE in Q2 2020 and held it in 1 quarter. The position peaked at $44K in Q2 2020. 325 funds tracked by Wall St. Rank hold ESGE as of Q3 2020.

  • Shine Investment Advisory Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 1,370 iShares ESG Aware MSCI EM ETF shares in Q3 2020, an estimated $44K.
  • Shine Investment Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 1 quarter.
  • Shine Investment Advisory Services's iShares ESG Aware MSCI EM ETF position peaked at $44K in Q2 2020.
  • 325 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2020.

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