Shine Investment Advisory Services’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-511	Closed	-$32K	–	744
2019 Q4	$32K	Hold	511	–	–	0.01%	413
2019 Q3	$30K	Sell	511 -134	-21%	-$7.69K	0.01%	402
2019 Q2	$38K	Hold	645	–	–	0.02%	358
2019 Q1	$37K	Buy	+645	New	+$36.5K	0.02%	357

Other funds holding IXUS

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

GBA

Global Beta Advisors Philadelphia, Pennsylvania $25K AUM

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Shine Investment Advisory Services's IXUS Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2020, closing a stake of 511 shares — an estimated $32K sold.

Shine Investment Advisory Services first reported a position in IXUS in Q1 2019 and held it in 4 quarters. The position peaked at $38K in Q2 2019. 369 funds tracked by Wall St. Rank hold IXUS as of Q1 2020.

Shine Investment Advisory Services reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 511 iShares Core MSCI Total International Stock ETF shares in Q1 2020, an estimated $32K.
Shine Investment Advisory Services first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2019 and held it in 4 quarters.
Shine Investment Advisory Services's iShares Core MSCI Total International Stock ETF position peaked at $38K in Q2 2019.
369 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.