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Shine Investment Advisory Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Shine Investment Advisory Services’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$41K Buy
1,556
+261
+20% +$6.9K 0.01% 330
2020
Q2 		$32K Sell
1,295
-1,985
-61% -$45.8K 0.01% 383
2020
Q1 		$65K Buy
3,280
+750
+30% +$19.5K 0.03% 235
2019
Q4 		$73K Buy
+2,530
New +$69.9K 0.03% 255

Other funds holding ESML

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Shine Investment Advisory Services increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 20% in Q3 2020, buying an estimated $6.9K and bringing the position to 1,556 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #330.

Shine Investment Advisory Services first reported a position in ESML in Q4 2019 and has held it in 4 quarters since. The position peaked at $73K in Q4 2019. 141 funds tracked by Wall St. Rank hold ESML as of Q3 2020.

  • Shine Investment Advisory Services held 1,556 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $41K as of Q3 2020.
  • Shine Investment Advisory Services bought 261 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2020, an estimated $6.9K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #330 holding.
  • Shine Investment Advisory Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and has held it in 4 quarters since.
  • Shine Investment Advisory Services's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $73K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2020.

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