Shine Investment Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$38K	Sell	594 -107	-15%	-$6.79K	0.01%	351
2020 Q2	$43K	Sell	701 -5,103	-88%	-$303K	0.02%	322
2020 Q1	$313K	Hold	5,804	–	–	0.15%	83
2019 Q4	$381K	Hold	5,804	–	–	0.15%	83
2019 Q3	$372K	Buy	5,804 +107	+2%	+$6.78K	0.18%	75
2019 Q2	$352K	Hold	5,697	–	–	0.16%	81
2019 Q1	$335K	Hold	5,697	–	–	0.16%	83
2018 Q4	$299K	Hold	5,697	–	–	0.15%	80
2018 Q3	$325K	Hold	5,697	–	–	0.17%	80
2018 Q2	$303K	Hold	5,697	–	–	0.15%	78
2018 Q1	$296K	Hold	5,697	–	–	0.16%	79
2017 Q4	$301K	Hold	5,697	–	–	0.15%	81
2017 Q3	$287K	Hold	5,697	–	–	0.15%	78
2017 Q2	$279K	Hold	5,697	–	–	0.14%	76
2017 Q1	$272K	Buy	+5,697	New	+$267K	0.18%	67

Other funds holding USMV

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

RJA

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Shine Investment Advisory Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 15% in Q3 2020, selling an estimated $6.79K and leaving 594 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #351.

Shine Investment Advisory Services first reported a position in USMV in Q1 2017 and has held it in 15 quarters since. The position peaked at $381K in Q4 2019. 901 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

Shine Investment Advisory Services held 594 shares of iShares MSCI USA Min Vol Factor ETF worth $38K as of Q3 2020.
Shine Investment Advisory Services sold 107 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $6.79K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #351 holding.
Shine Investment Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $381K in Q4 2019.
901 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

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