Mariner Independent Advisor Network’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.34M	Sell	26,383 -14,507	-35%	-$793K	0.06%	327
2022 Q2	$2.27M	Buy	40,890 +16,574	+68%	+$957K	0.1%	220
2022 Q1	$1.5M	Sell	24,316 -186	-0.8%	-$11.5K	0.06%	303
2021 Q4	$1.54M	Buy	24,502 +458	+2%	+$28.9K	0.07%	270
2021 Q3	$1.51M	Buy	24,044 +390	+2%	+$24.5K	0.07%	275
2021 Q2	$1.52M	Sell	23,654 -496	-2%	-$31.7K	0.07%	287
2021 Q1	$1.52M	Sell	24,150 -1,422	-6%	-$89.8K	0.08%	250
2020 Q4	$1.56M	Buy	25,572 +1,126	+5%	+$65.7K	0.08%	240
2020 Q3	$1.35M	Buy	24,446 +716	+3%	+$39.5K	0.11%	185
2020 Q2	$1.25M	Buy	23,730 +772	+3%	+$39.1K	0.11%	193
2020 Q1	$1.04M	Buy	22,958 +43	+0.2%	+$2.32K	0.09%	208
2019 Q4	$1.34M	Sell	22,915 -499	-2%	-$29K	0.1%	220
2019 Q3	$1.33M	Buy	23,414 +494	+2%	+$28.4K	0.1%	216
2019 Q2	$1.35M	Buy	22,920 +1,020	+5%	+$59.6K	0.1%	204
2019 Q1	$1.3M	Buy	21,900 +478	+2%	+$27.9K	0.11%	202
2018 Q4	$1.22M	Sell	21,422 -582	-3%	-$32.7K	0.11%	205
2018 Q3	$1.3M	Buy	22,004 +11,892	+118%	+$697K	0.16%	130
2018 Q2	$584K	Buy	+10,112	New	+$615K	0.1%	122
2017 Q2	–	Sell	-5,394	Closed	-$289K	–	218
2017 Q1	$289K	Buy	+5,394	New	+$279K	0.04%	211
2016 Q4	–	Sell	-12,237	Closed	-$662K	–	169
2016 Q3	$662K	Sell	12,237 -12,799	-51%	-$683K	0.09%	127
2016 Q2	$1.29M	Buy	25,036 +9,071	+57%	+$460K	0.24%	88
2016 Q1	$820K	Buy	+15,965	New	+$759K	0.26%	81
2015 Q4	–	Sell	-23,548	Closed	-$1.17M	–	93
2015 Q3	$1.17M	Buy	23,548 +1,176	+5%	+$62.2K	0.45%	65
2015 Q2	$1.29M	Buy	22,372 +1,812	+9%	+$110K	0.63%	50
2015 Q1	$1.21M	Sell	20,560 -2,033	-9%	-$118K	0.68%	42
2014 Q4	$1.28M	Buy	22,593 +1,927	+9%	+$113K	0.59%	43
2014 Q3	$1.24M	Buy	20,666 +322	+2%	+$19.8K	0.65%	34
2014 Q2	$1.22M	Buy	+20,344	New	+$1.2M	0.6%	39

Other funds holding EEMV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 35% in Q3 2022, selling an estimated $793K and leaving 26,383 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #327.

Mariner Independent Advisor Network first reported a position in EEMV in Q2 2014 and has held it in 28 quarters since. The position peaked at $2.27M in Q2 2022. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

Mariner Independent Advisor Network held 26,383 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.34M as of Q3 2022.
Mariner Independent Advisor Network sold 14,507 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $793K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #327 holding.
Mariner Independent Advisor Network first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2014 and has held it in 28 quarters since.
Mariner Independent Advisor Network's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.27M in Q2 2022.
439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

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