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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.33M	Buy	60,446 +9,584	+19%	+$409K	0.1%	209
2022 Q2	$2.21M	Buy	50,862 +2,968	+6%	+$141K	0.09%	226
2022 Q1	$2.41M	Sell	47,894 -54,625	-53%	-$2.78M	0.09%	220
2021 Q4	$5.18M	Buy	102,519 +17,859	+21%	+$912K	0.24%	101
2021 Q3	$4.33M	Buy	84,660 +10,223	+14%	+$530K	0.21%	123
2021 Q2	$3.85M	Buy	74,437 +37,032	+99%	+$1.96M	0.17%	144
2021 Q1	$1.91M	Buy	+37,405	New	+$1.86M	0.1%	211

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares MSCI EAFE Value ETF (EFV) stake by 19% in Q3 2022, buying an estimated $409K and bringing the position to 60,446 shares worth $2.33M. The position accounts for 0.1% of the portfolio, ranked #209.

Mariner Independent Advisor Network first reported a position in EFV in Q1 2021 and has held it in 7 quarters since. The position peaked at $5.18M in Q4 2021. 699 funds tracked by Wall St. Rank hold EFV as of Q3 2022.

Mariner Independent Advisor Network held 60,446 shares of iShares MSCI EAFE Value ETF worth $2.33M as of Q3 2022.
Mariner Independent Advisor Network bought 9,584 iShares MSCI EAFE Value ETF shares in Q3 2022, an estimated $409K.
iShares MSCI EAFE Value ETF made up 0.1% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #209 holding.
Mariner Independent Advisor Network first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 7 quarters since.
Mariner Independent Advisor Network's iShares MSCI EAFE Value ETF position peaked at $5.18M in Q4 2021.
699 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2022.

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