MIAN
Mariner Independent Advisor Network’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.33M | Buy |
32,151
+12,403
| +63% | +$900K | 0.1% | 208 |
|
|
2022
Q2 | $1.59M | Sell |
19,748
-5,713
| -22% | -$460K | 0.07% | 291 |
|
|
2022
Q1 | $2.45M | Sell |
25,461
-29,148
| -53% | -$2.81M | 0.09% | 217 |
|
|
2021
Q4 | $6.03M | Buy |
54,609
+6,935
| +15% | +$765K | 0.28% | 84 |
|
|
2021
Q3 | $5.08M | Buy |
47,674
+5,451
| +13% | +$581K | 0.25% | 108 |
|
|
2021
Q2 | $4.53M | Buy |
42,223
+5,704
| +16% | +$612K | 0.21% | 123 |
|
|
2021
Q1 | $3.67M | Buy |
36,519
+3,969
| +12% | +$399K | 0.19% | 126 |
|
|
2020
Q4 | $3.29M | Buy |
32,550
+20,349
| +167% | +$2.05M | 0.18% | 143 |
|
|
2020
Q3 | $1.1M | Sell |
12,201
-2,284
| -16% | -$205K | 0.09% | 203 |
|
|
2020
Q2 | $1.21M | Buy |
+14,485
| New | +$1.21M | 0.11% | 195 |
|