Shine Investment Advisory Services’s iShares International Select Dividend ETF IDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-300	Closed	-$8K	–	738
2020 Q2	$8K	Buy	+300	New	+$7.21K	﹤0.01%	578
2015 Q3	–	Sell	-171,051	Closed	-$5.53M	–	31
2015 Q2	$5.53M	Buy	171,051 +8,201	+5%	+$282K	7.77%	7
2015 Q1	$5.48M	Buy	162,850 +12,322	+8%	+$424K	5.05%	10
2014 Q4	$5.07M	Buy	150,528 +8,853	+6%	+$310K	5.69%	8
2014 Q3	$5.07M	Sell	141,675 -1,067	-0.7%	-$41K	5.91%	7
2014 Q2	$5.69M	Buy	+142,742	New	+$5.69M	6.59%	7

Other funds holding IDV

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Shine Investment Advisory Services sold out of iShares International Select Dividend ETF (IDV) in Q3 2020, closing a stake of 300 shares — an estimated $8K sold.

Shine Investment Advisory Services first reported a position in IDV in Q2 2014 and held it in 6 quarters. The position peaked at $5.69M in Q2 2014. 358 funds tracked by Wall St. Rank hold IDV as of Q3 2020.

Shine Investment Advisory Services reported no remaining iShares International Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 300 iShares International Select Dividend ETF shares in Q3 2020, an estimated $8K.
Shine Investment Advisory Services first reported a position in iShares International Select Dividend ETF in Q2 2014 and held it in 6 quarters.
Shine Investment Advisory Services's iShares International Select Dividend ETF position peaked at $5.69M in Q2 2014.
358 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2020.

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