MIAN
Mariner Independent Advisor Network’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $770K | Sell |
13,749
-107
| -0.8% | -$5.99K | 0.03% | 415 |
|
|
2022
Q2 | $864K | Buy |
13,856
+926
| +7% | +$57.7K | 0.04% | 396 |
|
|
2022
Q1 | $956K | Buy |
+12,930
| New | +$956K | 0.04% | 361 |
|
|
2021
Q4 | – | Sell |
-15,000
| Closed | -$1.17M | – | 466 |
|
|
2021
Q3 | $1.17M | Buy |
15,000
+476
| +3% | +$37.1K | 0.06% | 304 |
|
|
2021
Q2 | $1.15M | Buy |
+14,524
| New | +$1.15M | 0.05% | 324 |
|
|
2021
Q1 | – | Sell |
-20,155
| Closed | -$1.47M | – | 434 |
|
|
2020
Q4 | $1.47M | Buy |
+20,155
| New | +$1.47M | 0.08% | 247 |
|
|
2020
Q3 | – | Sell |
-27,527
| Closed | -$1.68M | – | 312 |
|
|
2020
Q2 | $1.68M | Buy |
27,527
+7,136
| +35% | +$436K | 0.16% | 158 |
|
|
2020
Q1 | $1.05M | Sell |
20,391
-16,319
| -44% | -$841K | 0.09% | 203 |
|
|
2019
Q4 | $2.55M | Sell |
36,710
-2,981
| -8% | -$207K | 0.18% | 122 |
|
|
2019
Q3 | $2.57M | Buy |
39,691
+20,759
| +110% | +$1.34M | 0.19% | 119 |
|
|
2019
Q2 | $1.25M | Sell |
18,932
-2,021
| -10% | -$133K | 0.09% | 212 |
|
|
2019
Q1 | $1.37M | Sell |
20,953
-4,778
| -19% | -$313K | 0.12% | 192 |
|
|
2018
Q4 | $1.56M | Buy |
25,731
+981
| +4% | +$59.3K | 0.14% | 165 |
|
|
2018
Q3 | $1.68M | Buy |
+24,750
| New | +$1.68M | 0.21% | 106 |
|
|
2018
Q2 | – | Sell |
-21,693
| Closed | -$1.51M | – | 189 |
|
|
2018
Q1 | $1.51M | Sell |
21,693
-11,306
| -34% | -$788K | 0.09% | 174 |
|
|
2017
Q4 | $2.32M | Buy |
+32,999
| New | +$2.32M | 0.24% | 98 |
|
|
2017
Q3 | – | Sell |
-57,817
| Closed | -$3.77M | – | 166 |
|
|
2017
Q2 | $3.77M | Buy |
+57,817
| New | +$3.77M | 0.54% | 59 |
|
|
2016
Q4 | – | Sell |
-50,277
| Closed | -$2.97M | – | 170 |
|
|
2016
Q3 | $2.97M | Sell |
50,277
-9,368
| -16% | -$554K | 0.42% | 68 |
|
|
2016
Q2 | $3.33M | Buy |
+59,645
| New | +$3.33M | 0.63% | 52 |
|
|
2015
Q4 | – | Sell |
-26,576
| Closed | -$1.52M | – | 94 |
|
|
2015
Q3 | $1.52M | Buy |
26,576
+2,110
| +9% | +$121K | 0.58% | 49 |
|
|
2015
Q2 | $1.55M | Buy |
24,466
+6,533
| +36% | +$415K | 0.76% | 45 |
|
|
2015
Q1 | $1.15M | Sell |
17,933
-6,365
| -26% | -$408K | 0.64% | 44 |
|
|
2014
Q4 | $1.48M | Buy |
24,298
+5,825
| +32% | +$354K | 0.68% | 36 |
|
|
2014
Q3 | $1.18M | Buy |
18,473
+4,944
| +37% | +$317K | 0.62% | 37 |
|
|
2014
Q2 | $925K | Buy |
+13,529
| New | +$925K | 0.46% | 46 |
|