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 New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JWBC

John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NSB

Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

Mariner Independent Advisor Network's EUSA Position: Q1 2020 in Review

Mariner Independent Advisor Network sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2020, closing a stake of 10,830 shares — an estimated $693K sold.

Mariner Independent Advisor Network first reported a position in EUSA in Q3 2018 and held it in 6 quarters. The position peaked at $1.06M in Q3 2018. 42 funds tracked by Wall St. Rank hold EUSA as of Q1 2020.

Mariner Independent Advisor Network reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,830 iShares MSCI USA Equal Weighted ETF shares in Q1 2020, an estimated $693K.
Mariner Independent Advisor Network first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2018 and held it in 6 quarters.
Mariner Independent Advisor Network's iShares MSCI USA Equal Weighted ETF position peaked at $1.06M in Q3 2018.
42 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2020, filed 5 May 2020.