Mariner Independent Advisor Network’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,615	Closed	-$367K	–	570
2022 Q2	$367K	Sell	11,615 -474	-4%	-$15.7K	0.02%	506
2022 Q1	$414K	Buy	12,089 +620	+5%	+$21.1K	0.02%	460
2021 Q4	$409K	Buy	+11,469	New	+$405K	0.02%	409
2020 Q3	–	Sell	-12,736	Closed	-$352K	–	322
2020 Q2	$352K	Sell	12,736 -1,792	-12%	-$46.9K	0.03%	286
2020 Q1	$339K	Sell	14,528 -1,955	-12%	-$55.6K	0.03%	314
2019 Q4	$504K	Buy	16,483 +3,195	+24%	+$97.5K	0.04%	312
2019 Q3	$394K	Buy	13,288 +31	+0.2%	+$905	0.03%	335
2019 Q2	$399K	Sell	13,257 -500	-4%	-$14.7K	0.03%	331
2019 Q1	$401K	Sell	13,757 -7,569	-35%	-$210K	0.03%	320
2018 Q4	$566K	Sell	21,326 -53,757	-72%	-$1.49M	0.05%	284
2018 Q3	$2.25M	Buy	75,083 +39,810	+113%	+$1.18M	0.28%	80
2018 Q2	$1.04M	Sell	35,273 -20,718	-37%	-$618K	0.18%	83
2018 Q1	$1.61M	Sell	55,991 -8,207	-13%	-$241K	0.1%	165
2017 Q4	$1.91M	Buy	64,198 +32,520	+103%	+$965K	0.2%	119
2017 Q3	$917K	Sell	31,678 -24,267	-43%	-$686K	0.15%	99
2017 Q2	$1.59M	Buy	+55,945	New	+$1.58M	0.23%	107
2017 Q1	–	Sell	-19,277	Closed	-$504K	–	299
2016 Q4	$504K	Sell	19,277 -27,522	-59%	-$698K	0.08%	127
2016 Q3	$1.16M	Sell	46,799 -19,971	-30%	-$487K	0.17%	99
2016 Q2	$1.6M	Buy	66,770 +26,889	+67%	+$646K	0.3%	79
2016 Q1	$952K	Buy	+39,881	New	+$940K	0.3%	75
2015 Q4	–	Sell	-136,225	Closed	-$3.35M	–	111
2015 Q3	$3.35M	Buy	136,225 +16,081	+13%	+$425K	1.28%	23
2015 Q2	$3.28M	Buy	+120,144	New	+$3.41M	1.61%	20

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mariner Independent Advisor Network sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2022, closing a stake of 11,615 shares — an estimated $367K sold.

Mariner Independent Advisor Network first reported a position in HEFA in Q2 2015 and held it in 22 quarters. The position peaked at $3.35M in Q3 2015. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

Mariner Independent Advisor Network reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,615 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2022, an estimated $367K.
Mariner Independent Advisor Network first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2015 and held it in 22 quarters.
Mariner Independent Advisor Network's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.35M in Q3 2015.
228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

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