Mariner Independent Advisor Network’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.11M	Sell	39,996 -22,360	-36%	-$1.31M	0.09%	223
2022 Q2	$3.66M	Buy	62,356 +3,073	+5%	+$197K	0.15%	154
2022 Q1	$4.23M	Buy	59,283 +7,135	+14%	+$505K	0.16%	145
2021 Q4	$3.91M	Sell	52,148 -2,893	-5%	-$217K	0.18%	126
2021 Q3	$4.1M	Buy	55,041 +1,747	+3%	+$133K	0.2%	130
2021 Q2	$3.99M	Buy	53,294 +3,832	+8%	+$289K	0.18%	142
2021 Q1	$3.56M	Sell	49,462 -6,742	-12%	-$482K	0.19%	130
2020 Q4	$3.88M	Sell	56,204 -3,541	-6%	-$229K	0.21%	119
2020 Q3	$3.6M	Buy	59,745 +3,463	+6%	+$209K	0.3%	85
2020 Q2	$3.23M	Sell	56,282 -42,048	-43%	-$2.28M	0.3%	83
2020 Q1	$4.79M	Buy	98,330 +14,674	+18%	+$873K	0.43%	63
2019 Q4	$5.48M	Buy	83,656 +3,225	+4%	+$205K	0.39%	64
2019 Q3	$4.88M	Sell	80,431 -8,105	-9%	-$489K	0.37%	69
2019 Q2	$5.46M	Buy	88,536 +4,755	+6%	+$291K	0.41%	58
2019 Q1	$5.14M	Sell	83,781 -54,364	-39%	-$3.21M	0.43%	58
2018 Q4	$7.85M	Buy	+138,145	New	+$8.1M	0.7%	25
2018 Q3	–	Sell	-317,166	Closed	-$20.1M	–	252
2018 Q2	$20.1M	Buy	317,166 +4,763	+2%	+$315K	3.56%	5
2018 Q1	$20.6M	Buy	312,403 +10,635	+4%	+$714K	1.27%	21
2017 Q4	$19.9M	Sell	301,768 -35,624	-11%	-$2.32M	2.09%	10
2017 Q3	$21.6M	Buy	337,392 +149,126	+79%	+$9.33M	3.52%	6
2017 Q2	$11.5M	Buy	+188,266	New	+$11.4M	1.64%	12
2017 Q1	–	Sell	-13,899	Closed	-$745K	–	302
2016 Q4	$745K	Sell	13,899 -4,670	-25%	-$251K	0.12%	117
2016 Q3	$1.02M	Sell	18,569 -171,162	-90%	-$9.24M	0.15%	106
2016 Q2	$9.85M	Buy	189,731 +63,845	+51%	+$3.41M	1.86%	13
2016 Q1	$6.69M	Buy	+125,886	New	+$6.42M	2.13%	12
2015 Q4	–	Sell	-108,771	Closed	-$5.74M	–	115
2015 Q3	$5.74M	Buy	108,771 +70,928	+187%	+$4.02M	2.2%	11
2015 Q2	$2.21M	Buy	37,843 +22,335	+144%	+$1.36M	1.08%	27
2015 Q1	$907K	Buy	15,508 +7,071	+84%	+$406K	0.51%	53
2014 Q4	$467K	Buy	+8,437	New	+$478K	0.22%	86

Other funds holding IEFA

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 36% in Q3 2022, selling an estimated $1.31M and leaving 39,996 shares worth $2.11M. The position accounts for 0.09% of the portfolio, ranked #223.

Mariner Independent Advisor Network first reported a position in IEFA in Q4 2014 and has held it in 29 quarters since. The position peaked at $21.6M in Q3 2017. 1,412 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

Mariner Independent Advisor Network held 39,996 shares of iShares Core MSCI EAFE ETF worth $2.11M as of Q3 2022.
Mariner Independent Advisor Network sold 22,360 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $1.31M.
iShares Core MSCI EAFE ETF made up 0.09% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #223 holding.
Mariner Independent Advisor Network first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 29 quarters since.
Mariner Independent Advisor Network's iShares Core MSCI EAFE ETF position peaked at $21.6M in Q3 2017.
1,412 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

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