Mariner Independent Advisor Network’s State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF EEMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-20,566	Closed	-$629K	–	565
2022 Q2	$629K	Sell	20,566 -34,608	-63%	-$1.11M	0.03%	445
2022 Q1	$1.91M	Buy	55,174 +26,654	+93%	+$947K	0.07%	267
2021 Q4	$1.04M	Buy	28,520 +3,596	+14%	+$135K	0.05%	325
2021 Q3	$931K	Sell	24,924 -5,724	-19%	-$221K	0.05%	340
2021 Q2	$1.26M	Buy	30,648 +3,632	+13%	+$147K	0.06%	307
2021 Q1	$1.07M	Buy	+27,016	New	+$1.11M	0.06%	291

Other funds holding EEMX

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Mariner Independent Advisor Network sold out of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) in Q3 2022, closing a stake of 20,566 shares — an estimated $629K sold.

Mariner Independent Advisor Network first reported a position in EEMX in Q1 2021 and held it in 6 quarters. The position peaked at $1.91M in Q1 2022. 39 funds tracked by Wall St. Rank hold EEMX as of Q3 2022.

Mariner Independent Advisor Network reported no remaining State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF position as of Q3 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 20,566 State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF shares in Q3 2022, an estimated $629K.
Mariner Independent Advisor Network first reported a position in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in Q1 2021 and held it in 6 quarters.
Mariner Independent Advisor Network's State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF position peaked at $1.91M in Q1 2022.
39 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF as of Q3 2022.

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