Mariner Independent Advisor Network’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Mariner Independent Advisor Network’s Portfolio ACWV Stock Details ACWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$1.63M	0.41%	54
2020 Q3	$8.8M	Buy	95,790 +8,077	+9%	+$738K	0.73%	27
2020 Q2	$7.72M	Buy	87,713 +3,084	+4%	+$267K	0.71%	30
2020 Q1	$6.6M	Sell	84,629 -30,750	-27%	-$2.83M	0.6%	42
2019 Q4	$11.1M	Buy	115,379 +8,125	+8%	+$773K	0.8%	25
2019 Q3	$10.1M	Buy	107,254 +50,292	+88%	+$4.69M	0.77%	26
2019 Q2	$5.24M	Buy	56,962 +744	+1%	+$67.1K	0.39%	62
2019 Q1	$5.04M	Buy	56,218 +2,248	+4%	+$193K	0.43%	60
2018 Q4	$4.47M	Buy	53,970 +9,075	+20%	+$766K	0.4%	66
2018 Q3	$3.94M	Buy	+44,895	New	+$3.86M	0.49%	51

Other funds holding ACWV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

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

Mariner Independent Advisor Network's ACWV Position: Q1 2021 in Review

Mariner Independent Advisor Network sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 78,586 shares — an estimated $7.62M sold.

Mariner Independent Advisor Network first reported a position in ACWV in Q3 2018 and held it in 10 quarters. The position peaked at $11.1M in Q4 2019. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

Mariner Independent Advisor Network reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 78,586 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $7.62M.
Mariner Independent Advisor Network first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2018 and held it in 10 quarters.
Mariner Independent Advisor Network's iShares MSCI Global Min Vol Factor ETF position peaked at $11.1M in Q4 2019.
279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2021, filed 7 May 2021.