Shine Investment Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$5K	Sell	90 -1,865	-95%	-$112K	﹤0.01%	631
2020 Q2	$112K	Sell	1,955 -2,536	-56%	-$137K	0.04%	177
2020 Q1	$224K	Buy	4,491 +3,805	+555%	+$226K	0.1%	103
2019 Q4	$45K	Buy	686 +9	+1%	+$571	0.02%	341
2019 Q3	$41K	Hold	677	–	–	0.02%	340
2019 Q2	$42K	Hold	677	–	–	0.02%	332
2019 Q1	$41K	Hold	677	–	–	0.02%	342
2018 Q4	$37K	Buy	+677	New	+$39.7K	0.02%	329

Other funds holding IEFA

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 95% in Q3 2020, selling an estimated $112K and leaving 90 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Shine Investment Advisory Services first reported a position in IEFA in Q4 2018 and has held it in 8 quarters since. The position peaked at $224K in Q1 2020. 1,095 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

Shine Investment Advisory Services held 90 shares of iShares Core MSCI EAFE ETF worth $5K as of Q3 2020.
Shine Investment Advisory Services sold 1,865 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $112K.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #631 holding.
Shine Investment Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 8 quarters since.
Shine Investment Advisory Services's iShares Core MSCI EAFE ETF position peaked at $224K in Q1 2020.
1,095 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

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