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Shine Investment Advisory Services’s iShares Europe ETF IEV Stock Holding History

Shine Investment Advisory Services’s Portfolio IEV Stock Details IEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$356K Hold
8,512
– – 0.12% 87
2020
Q2 		$344K Sell
8,512
-4,166
-33% -$159K 0.13% 87
2020
Q1 		$448K Hold
12,678
– – 0.21% 65
2019
Q4 		$595K Buy
12,678
+54
+0.4% +$2.43K 0.24% 63
2019
Q3 		$546K Hold
12,624
– – 0.26% 56
2019
Q2 		$556K Buy
12,624
+210
+2% +$9.24K 0.26% 56
2019
Q1 		$539K Hold
12,414
– – 0.25% 59
2018
Q4 		$486K Buy
12,414
+61
+0.5% +$2.53K 0.24% 63
2018
Q3 		$557K Hold
12,353
– – 0.29% 55
2018
Q2 		$552K Buy
12,353
+187
+2% +$8.79K 0.28% 55
2018
Q1 		$567K Hold
12,166
– – 0.3% 51
2017
Q4 		$575K Buy
12,166
+51
+0.4% +$2.39K 0.29% 50
2017
Q3 		$568K Hold
12,115
– – 0.3% 52
2017
Q2 		$537K Buy
12,115
+143
+1% +$6.3K 0.27% 51
2017
Q1 		$501K Buy
11,972
+1
+0% +$40 0.33% 44
2016
Q4 		$465K Buy
11,971
+56
+0.5% +$2.14K 0.38% 32
2016
Q3 		$469K Hold
11,915
– – 0.41% 28
2016
Q2 		$450K Buy
11,915
+188
+2% +$7.38K 0.52% 25
2016
Q1 		$459K Hold
11,727
– – 0.52% 25
2015
Q4 		$470K Buy
11,727
+41
+0.4% +$1.7K 0.47% 26
2015
Q3 		$465K Buy
11,686
+147
+1% +$6.29K 0.53% 23
2015
Q2 		$505K Hold
11,539
– – 0.71% 14
2015
Q1 		$511K Hold
11,539
– – 0.47% 22
2014
Q4 		$491K Buy
11,539
+48
+0.4% +$2.09K 0.55% 21
2014
Q3 		$518K Buy
11,491
+191
+2% +$8.95K 0.6% 21
2014
Q2 		$549K Buy
+11,300
New +$557K 0.64% 21

Other funds holding IEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EAMA
EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return

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

Shine Investment Advisory Services held its iShares Europe ETF (IEV) position steady in Q3 2020 at 8,512 shares worth $356K. The position accounts for 0.12% of the portfolio, ranked #87.

Shine Investment Advisory Services first reported a position in IEV in Q2 2014 and has held it in 26 quarters since. The position peaked at $595K in Q4 2019. 131 funds tracked by Wall St. Rank hold IEV as of Q3 2020.

  • Shine Investment Advisory Services held 8,512 shares of iShares Europe ETF worth $356K as of Q3 2020.
  • Shine Investment Advisory Services left its iShares Europe ETF share count unchanged in Q3 2020.
  • iShares Europe ETF made up 0.12% of Shine Investment Advisory Services's portfolio in Q3 2020, its #87 holding.
  • Shine Investment Advisory Services first reported a position in iShares Europe ETF in Q2 2014 and has held it in 26 quarters since.
  • Shine Investment Advisory Services's iShares Europe ETF position peaked at $595K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2020.

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