Mariner Independent Advisor Network’s iShares MSCI EAFE ETF EFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$770K	Sell	13,749 -107	-0.8%	-$6.67K	0.03%	415
2022 Q2	$864K	Buy	13,856 +926	+7%	+$63K	0.04%	396
2022 Q1	$956K	Buy	+12,930	New	+$967K	0.04%	361
2021 Q4	–	Sell	-15,000	Closed	-$1.17M	–	466
2021 Q3	$1.17M	Buy	15,000 +476	+3%	+$38.1K	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	+$1.38M	0.08%	247
2020 Q3	–	Sell	-27,527	Closed	-$1.68M	–	312
2020 Q2	$1.68M	Buy	27,527 +7,136	+35%	+$413K	0.16%	158
2020 Q1	$1.05M	Sell	20,391 -16,319	-44%	-$1.04M	0.09%	203
2019 Q4	$2.55M	Sell	36,710 -2,981	-8%	-$201K	0.18%	122
2019 Q3	$2.56M	Buy	39,691 +20,759	+110%	+$1.34M	0.19%	119
2019 Q2	$1.25M	Sell	18,932 -2,021	-10%	-$132K	0.09%	212
2019 Q1	$1.37M	Sell	20,953 -4,778	-19%	-$301K	0.12%	192
2018 Q4	$1.55M	Buy	25,731 +981	+4%	+$61.3K	0.14%	165
2018 Q3	$1.68M	Buy	+24,750	New	+$1.67M	0.21%	106
2018 Q2	–	Sell	-21,693	Closed	-$1.51M	–	189
2018 Q1	$1.51M	Sell	21,693 -11,306	-34%	-$806K	0.09%	174
2017 Q4	$2.32M	Buy	+32,999	New	+$2.29M	0.24%	98
2017 Q3	–	Sell	-57,817	Closed	-$3.77M	–	166
2017 Q2	$3.77M	Buy	+57,817	New	+$3.74M	0.54%	59
2016 Q4	–	Sell	-50,277	Closed	-$2.97M	–	170
2016 Q3	$2.97M	Sell	50,277 -9,368	-16%	-$543K	0.42%	68
2016 Q2	$3.33M	Buy	+59,645	New	+$3.43M	0.63%	52
2015 Q4	–	Sell	-26,576	Closed	-$1.52M	–	94
2015 Q3	$1.52M	Buy	26,576 +2,110	+9%	+$130K	0.58%	49
2015 Q2	$1.55M	Buy	24,466 +6,533	+36%	+$435K	0.76%	45
2015 Q1	$1.15M	Sell	17,933 -6,365	-26%	-$401K	0.64%	44
2014 Q4	$1.48M	Buy	24,298 +5,825	+32%	+$364K	0.68%	36
2014 Q3	$1.18M	Buy	18,473 +4,944	+37%	+$330K	0.62%	37
2014 Q2	$925K	Buy	+13,529	New	+$927K	0.46%	46

Other funds holding EFA

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

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

CWA

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares MSCI EAFE ETF (EFA) stake by 0.77% in Q3 2022, selling an estimated $6.67K and leaving 13,749 shares worth $770K. The position accounts for 0.03% of the portfolio, ranked #415.

Mariner Independent Advisor Network first reported a position in EFA in Q2 2014 and has held it in 25 quarters since. The position peaked at $3.77M in Q2 2017. 1,587 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

Mariner Independent Advisor Network held 13,749 shares of iShares MSCI EAFE ETF worth $770K as of Q3 2022.
Mariner Independent Advisor Network sold 107 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $6.67K.
iShares MSCI EAFE ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #415 holding.
Mariner Independent Advisor Network first reported a position in iShares MSCI EAFE ETF in Q2 2014 and has held it in 25 quarters since.
Mariner Independent Advisor Network's iShares MSCI EAFE ETF position peaked at $3.77M in Q2 2017.
1,587 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

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