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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.33M	Buy	32,151 +12,403	+63%	+$1.01M	0.1%	208
2022 Q2	$1.59M	Sell	19,748 -5,713	-22%	-$496K	0.07%	291
2022 Q1	$2.45M	Sell	25,461 -29,148	-53%	-$2.87M	0.09%	217
2021 Q4	$6.03M	Buy	54,609 +6,935	+15%	+$760K	0.28%	84
2021 Q3	$5.08M	Buy	47,674 +5,451	+13%	+$600K	0.25%	108
2021 Q2	$4.53M	Buy	42,223 +5,704	+16%	+$606K	0.21%	123
2021 Q1	$3.67M	Buy	36,519 +3,969	+12%	+$404K	0.19%	126
2020 Q4	$3.29M	Buy	32,550 +20,349	+167%	+$1.93M	0.18%	143
2020 Q3	$1.1M	Sell	12,201 -2,284	-16%	-$202K	0.09%	203
2020 Q2	$1.21M	Buy	+14,485	New	+$1.13M	0.11%	195

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

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

Mariner Independent Advisor Network increased its iShares MSCI EAFE Growth ETF (EFG) stake by 63% in Q3 2022, buying an estimated $1.01M and bringing the position to 32,151 shares worth $2.33M. The position accounts for 0.1% of the portfolio, ranked #208.

Mariner Independent Advisor Network first reported a position in EFG in Q2 2020 and has held it in 10 quarters since. The position peaked at $6.03M in Q4 2021. 685 funds tracked by Wall St. Rank hold EFG as of Q3 2022.

Mariner Independent Advisor Network held 32,151 shares of iShares MSCI EAFE Growth ETF worth $2.33M as of Q3 2022.
Mariner Independent Advisor Network bought 12,403 iShares MSCI EAFE Growth ETF shares in Q3 2022, an estimated $1.01M.
iShares MSCI EAFE Growth ETF made up 0.1% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #208 holding.
Mariner Independent Advisor Network first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 10 quarters since.
Mariner Independent Advisor Network's iShares MSCI EAFE Growth ETF position peaked at $6.03M in Q4 2021.
685 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.

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