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Shine Investment Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Shine Investment Advisory Services’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$96K Hold
1,628
– – 0.03% 200
2020
Q2 		$87K Sell
1,628
-13,471
-89% -$679K 0.03% 212
2020
Q1 		$677K Buy
+15,099
New +$839K 0.31% 53

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Shine Investment Advisory Services held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2020 at 1,628 shares worth $96K. The position accounts for 0.03% of the portfolio, ranked #200.

Shine Investment Advisory Services first reported a position in SCZ in Q1 2020 and has held it in 3 quarters since. The position peaked at $677K in Q1 2020. 507 funds tracked by Wall St. Rank hold SCZ as of Q3 2020.

  • Shine Investment Advisory Services held 1,628 shares of iShares MSCI EAFE Small-Cap ETF worth $96K as of Q3 2020.
  • Shine Investment Advisory Services left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2020.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #200 holding.
  • Shine Investment Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2020 and has held it in 3 quarters since.
  • Shine Investment Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $677K in Q1 2020.
  • 507 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2020.

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