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Mariner Independent Advisor Network’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Mariner Independent Advisor Network’s Portfolio EUSA Stock Details EUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,830
Closed -$693K – 362
2019
Q4 		$693K Buy
10,830
+45
+0.4% +$2.76K 0.05% 283
2019
Q3 		$633K Sell
10,785
-130
-1% -$7.7K 0.05% 296
2019
Q2 		$651K Sell
10,915
-1,273
-10% -$74.2K 0.05% 285
2019
Q1 		$706K Sell
12,188
-2,027
-14% -$112K 0.06% 269
2018
Q4 		$747K Sell
14,215
-3,810
-21% -$207K 0.07% 253
2018
Q3 		$1.06M Buy
+18,025
New +$1.05M 0.13% 142

Other funds holding EUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JWBC
John W. Brooker & Co Oakland, California $63.5M AUM 10.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSB
Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return