Shine Investment Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$602K	Buy	7,896 +5,589	+242%	+$421K	0.2%	60
2020 Q2	$161K	Sell	2,307 -12,110	-84%	-$797K	0.06%	136
2020 Q1	$829K	Buy	14,417 +3,297	+30%	+$224K	0.38%	40
2019 Q4	$793K	Buy	+11,120	New	+$757K	0.32%	53

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

Shine Investment Advisory Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 242% in Q3 2020, buying an estimated $421K and bringing the position to 7,896 shares worth $602K. The position accounts for 0.2% of the portfolio, ranked #60.

Shine Investment Advisory Services first reported a position in ESGU in Q4 2019 and has held it in 4 quarters since. The position peaked at $829K in Q1 2020. 335 funds tracked by Wall St. Rank hold ESGU as of Q3 2020.

Shine Investment Advisory Services held 7,896 shares of iShares ESG Aware MSCI USA ETF worth $602K as of Q3 2020.
Shine Investment Advisory Services bought 5,589 iShares ESG Aware MSCI USA ETF shares in Q3 2020, an estimated $421K.
iShares ESG Aware MSCI USA ETF made up 0.2% of Shine Investment Advisory Services's portfolio in Q3 2020, its #60 holding.
Shine Investment Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 4 quarters since.
Shine Investment Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $829K in Q1 2020.
335 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2020.

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