Mariner Independent Advisor Network’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.92M	Buy	55,170 +1,216	+2%	+$47.5K	0.08%	244
2022 Q2	$2.16M	Sell	53,954 -2,195	-4%	-$92.1K	0.09%	230
2022 Q1	$2.57M	Buy	56,149 +31,544	+128%	+$1.49M	0.1%	207
2021 Q4	$1.21M	Sell	24,605 -28,516	-54%	-$1.43M	0.06%	307
2021 Q3	$2.7M	Buy	53,121 +56	+0.1%	+$2.92K	0.13%	174
2021 Q2	$2.93M	Buy	53,065 +14,296	+37%	+$777K	0.13%	176
2021 Q1	$2.07M	Sell	38,769 -43,652	-53%	-$2.39M	0.11%	196
2020 Q4	$4.26M	Buy	82,421 +57,558	+232%	+$2.77M	0.23%	106
2020 Q3	$1.1M	Buy	24,863 +3,013	+14%	+$132K	0.09%	204
2020 Q2	$880K	Sell	21,850 -48,249	-69%	-$1.81M	0.08%	222
2020 Q1	$2.3M	Buy	70,099 +17,456	+33%	+$716K	0.21%	117
2019 Q4	$2.37M	Sell	52,643 -2,853	-5%	-$122K	0.17%	131
2019 Q3	$2.25M	Buy	55,496 +26,575	+92%	+$1.1M	0.17%	132
2019 Q2	$1.25M	Sell	28,921 -61,965	-68%	-$2.63M	0.09%	211
2019 Q1	$3.96M	Buy	90,886 +58,437	+180%	+$2.46M	0.33%	76
2018 Q4	$1.31M	Sell	32,449 -29,097	-47%	-$1.17M	0.12%	188
2018 Q3	$2.64M	Buy	+61,546	New	+$2.66M	0.33%	71
2018 Q2	–	Sell	-43,969	Closed	-$2.12M	–	187
2018 Q1	$2.12M	Sell	43,969 -803	-2%	-$39.4K	0.13%	135
2017 Q4	$2.11M	Buy	+44,772	New	+$2.07M	0.22%	107
2017 Q2	–	Sell	-9,442	Closed	-$372K	–	217
2017 Q1	$372K	Buy	+9,442	New	+$359K	0.05%	182
2016 Q4	–	Sell	-17,816	Closed	-$667K	–	168
2016 Q3	$667K	Buy	17,816 +2,890	+19%	+$106K	0.1%	126
2016 Q2	$513K	Sell	14,926 -5,495	-27%	-$184K	0.1%	120
2016 Q1	$699K	Buy	+20,421	New	+$633K	0.22%	87
2015 Q4	–	Sell	-34,276	Closed	-$1.12M	–	92
2015 Q3	$1.12M	Buy	34,276 +6,601	+24%	+$233K	0.43%	67
2015 Q2	$1.1M	Sell	27,675 -6,251	-18%	-$261K	0.54%	56
2015 Q1	$1.36M	Sell	33,926 -1,778	-5%	-$70.7K	0.76%	39
2014 Q4	$1.4M	Buy	35,704 +5,768	+19%	+$234K	0.65%	39
2014 Q3	$1.24M	Sell	29,936 -25,226	-46%	-$1.12M	0.65%	33
2014 Q2	$2.38M	Buy	+55,162	New	+$2.34M	1.17%	26

Other funds holding EEM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mariner Independent Advisor Network's EEM Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its iShares MSCI Emerging Markets ETF (EEM) stake by 2.3% in Q3 2022, buying an estimated $47.5K and bringing the position to 55,170 shares worth $1.92M. The position accounts for 0.08% of the portfolio, ranked #244.

Mariner Independent Advisor Network first reported a position in EEM in Q2 2014 and has held it in 29 quarters since. The position peaked at $4.26M in Q4 2020. 1,218 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

Mariner Independent Advisor Network held 55,170 shares of iShares MSCI Emerging Markets ETF worth $1.92M as of Q3 2022.
Mariner Independent Advisor Network bought 1,216 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $47.5K.
iShares MSCI Emerging Markets ETF made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #244 holding.
Mariner Independent Advisor Network first reported a position in iShares MSCI Emerging Markets ETF in Q2 2014 and has held it in 29 quarters since.
Mariner Independent Advisor Network's iShares MSCI Emerging Markets ETF position peaked at $4.26M in Q4 2020.
1,218 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.