Shine Investment Advisory Services’s iShares Frontier and Select EM ETF FM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-702	Closed	-$17K	–	794
2020 Q2	$17K	Hold	702	–	–	0.01%	485
2020 Q1	$15K	Hold	702	–	–	0.01%	467
2019 Q4	$21K	Hold	702	–	–	0.01%	474
2019 Q3	$20K	Buy	+702	New	+$20.5K	0.01%	460

Other funds holding FM

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

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

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

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

Shine Investment Advisory Services sold out of iShares Frontier and Select EM ETF (FM) in Q3 2020, closing a stake of 702 shares — an estimated $17K sold.

Shine Investment Advisory Services first reported a position in FM in Q3 2019 and held it in 4 quarters. The position peaked at $21K in Q4 2019. 97 funds tracked by Wall St. Rank hold FM as of Q3 2020.

Shine Investment Advisory Services reported no remaining iShares Frontier and Select EM ETF position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 702 iShares Frontier and Select EM ETF shares in Q3 2020, an estimated $17K.
Shine Investment Advisory Services first reported a position in iShares Frontier and Select EM ETF in Q3 2019 and held it in 4 quarters.
Shine Investment Advisory Services's iShares Frontier and Select EM ETF position peaked at $21K in Q4 2019.
97 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2020.

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