MIAN
Mariner Independent Advisor Network’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-78,586
| Closed | -$7.62M | – | 430 |
|
2020
Q4 | $7.62M | Sell |
78,586
-17,204
| -18% | -$1.67M | 0.41% | 54 |
|
2020
Q3 | $8.8M | Buy |
95,790
+8,077
| +9% | +$742K | 0.73% | 27 |
|
2020
Q2 | $7.72M | Buy |
87,713
+3,084
| +4% | +$271K | 0.71% | 30 |
|
2020
Q1 | $6.6M | Sell |
84,629
-30,750
| -27% | -$2.4M | 0.6% | 42 |
|
2019
Q4 | $11.1M | Buy |
115,379
+8,125
| +8% | +$779K | 0.8% | 25 |
|
2019
Q3 | $10.1M | Buy |
107,254
+50,292
| +88% | +$4.73M | 0.77% | 26 |
|
2019
Q2 | $5.24M | Buy |
56,962
+744
| +1% | +$68.4K | 0.39% | 62 |
|
2019
Q1 | $5.04M | Buy |
56,218
+2,248
| +4% | +$201K | 0.43% | 60 |
|
2018
Q4 | $4.47M | Buy |
53,970
+9,075
| +20% | +$751K | 0.4% | 66 |
|
2018
Q3 | $3.94M | Buy |
+44,895
| New | +$3.94M | 0.49% | 51 |
|