MIAN
Mariner Independent Advisor Network’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.36M | Sell |
23,782
-7,328
| -24% | -$418K | 0.06% | 320 |
|
|
2022
Q2 | $1.97M | Buy |
31,110
+5,601
| +22% | +$355K | 0.08% | 255 |
|
|
2022
Q1 | $1.84M | Buy |
25,509
+577
| +2% | +$41.7K | 0.07% | 275 |
|
|
2021
Q4 | $1.91M | Sell |
24,932
-5,831
| -19% | -$447K | 0.09% | 230 |
|
|
2021
Q3 | $2.32M | Buy |
30,763
+5,719
| +23% | +$431K | 0.11% | 207 |
|
|
2021
Q2 | $1.89M | Buy |
25,044
+7,183
| +40% | +$543K | 0.09% | 244 |
|
|
2021
Q1 | $1.3M | Sell |
17,861
-45,056
| -72% | -$3.29M | 0.07% | 270 |
|
|
2020
Q4 | $4.62M | Buy |
62,917
+4,526
| +8% | +$332K | 0.25% | 98 |
|
|
2020
Q3 | $3.98M | Sell |
58,391
-1,091
| -2% | -$74.3K | 0.33% | 77 |
|
|
2020
Q2 | $3.94M | Sell |
59,482
-28,722
| -33% | -$1.9M | 0.36% | 71 |
|
|
2020
Q1 | $5.28M | Sell |
88,204
-7,431
| -8% | -$444K | 0.48% | 58 |
|
|
2019
Q4 | $7.13M | Buy |
95,635
+540
| +0.6% | +$40.3K | 0.51% | 47 |
|
|
2019
Q3 | $6.93M | Buy |
95,095
+8,958
| +10% | +$653K | 0.53% | 46 |
|
|
2019
Q2 | $6.25M | Buy |
86,137
+371
| +0.4% | +$26.9K | 0.47% | 49 |
|
|
2019
Q1 | $6.2M | Buy |
85,766
+1,503
| +2% | +$109K | 0.52% | 42 |
|
|
2018
Q4 | $5.78M | Buy |
84,263
+877
| +1% | +$60.1K | 0.51% | 45 |
|
|
2018
Q3 | $6.07M | Buy |
83,386
+68,562
| +463% | +$4.99M | 0.76% | 35 |
|
|
2018
Q2 | $1.05M | Sell |
14,824
-12,245
| -45% | -$871K | 0.19% | 82 |
|
|
2018
Q1 | $1.99M | Buy |
27,069
+10,260
| +61% | +$756K | 0.12% | 140 |
|
|
2017
Q4 | $1.23M | Sell |
16,809
-2,186
| -12% | -$160K | 0.13% | 160 |
|
|
2017
Q3 | $1.35M | Buy |
+18,995
| New | +$1.35M | 0.22% | 81 |
|
|
2017
Q1 | – | Sell |
-91,726
| Closed | -$5.62M | – | 271 |
|
|
2016
Q4 | $5.62M | Buy |
91,726
+32,625
| +55% | +$2M | 0.91% | 35 |
|
|
2016
Q3 | $4M | Sell |
59,101
-5,484
| -8% | -$371K | 0.57% | 52 |
|
|
2016
Q2 | $4.29M | Buy |
64,585
+25,963
| +67% | +$1.72M | 0.81% | 35 |
|
|
2016
Q1 | $2.57M | Buy |
+38,622
| New | +$2.57M | 0.82% | 39 |
|
|
2015
Q4 | – | Sell |
-39,446
| Closed | -$2.46M | – | 95 |
|
|
2015
Q3 | $2.46M | Sell |
39,446
-1,196
| -3% | -$74.6K | 0.94% | 31 |
|
|
2015
Q2 | $2.65M | Sell |
40,642
-23,909
| -37% | -$1.56M | 1.3% | 24 |
|
|
2015
Q1 | $4.25M | Sell |
64,551
-7,263
| -10% | -$479K | 2.38% | 12 |
|
|
2014
Q4 | $4.43M | Buy |
71,814
+4,641
| +7% | +$286K | 2.05% | 11 |
|
|
2014
Q3 | $4.21M | Buy |
67,173
+2,757
| +4% | +$173K | 2.2% | 14 |
|
|
2014
Q2 | $4.21M | Buy |
+64,416
| New | +$4.21M | 2.07% | 14 |
|