MIAN
Mariner Independent Advisor Network’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.76M | Sell |
41,040
-10,033
| -20% | -$431K | 0.08% | 268 |
|
|
2022
Q2 | $2.5M | Sell |
51,073
-5,011
| -9% | -$246K | 0.11% | 199 |
|
|
2022
Q1 | $3.16M | Sell |
56,084
-4,940
| -8% | -$278K | 0.12% | 173 |
|
|
2021
Q4 | $3.67M | Buy |
61,024
+344
| +0.6% | +$20.7K | 0.17% | 139 |
|
|
2021
Q3 | $3.82M | Sell |
60,680
-98
| -0.2% | -$6.17K | 0.19% | 135 |
|
|
2021
Q2 | $4.07M | Buy |
60,778
+9,360
| +18% | +$627K | 0.18% | 138 |
|
|
2021
Q1 | $3.31M | Sell |
51,418
-2,370
| -4% | -$153K | 0.17% | 141 |
|
|
2020
Q4 | $3.34M | Buy |
53,788
+12,509
| +30% | +$776K | 0.18% | 141 |
|
|
2020
Q3 | $2.18M | Buy |
41,279
+5,835
| +16% | +$308K | 0.18% | 137 |
|
|
2020
Q2 | $1.7M | Sell |
35,444
-31,872
| -47% | -$1.53M | 0.16% | 157 |
|
|
2020
Q1 | $2.67M | Sell |
67,316
-1,306
| -2% | -$51.7K | 0.24% | 107 |
|
|
2019
Q4 | $3.72M | Buy |
68,622
+6,026
| +10% | +$326K | 0.27% | 90 |
|
|
2019
Q3 | $3.06M | Sell |
62,596
-1,107
| -2% | -$54.1K | 0.23% | 105 |
|
|
2019
Q2 | $3.3M | Buy |
63,703
+13,370
| +27% | +$693K | 0.25% | 101 |
|
|
2019
Q1 | $2.64M | Sell |
50,333
-3,325
| -6% | -$174K | 0.22% | 107 |
|
|
2018
Q4 | $2.61M | Buy |
+53,658
| New | +$2.61M | 0.23% | 104 |
|
|
2018
Q3 | – | Sell |
-265,282
| Closed | -$13.9M | – | 253 |
|
|
2018
Q2 | $13.9M | Sell |
265,282
-10,723
| -4% | -$563K | 2.47% | 12 |
|
|
2018
Q1 | $16.1M | Buy |
276,005
+1,332
| +0.5% | +$77.8K | 0.99% | 26 |
|
|
2017
Q4 | $15.6M | Buy |
274,673
+78,574
| +40% | +$4.47M | 1.64% | 12 |
|
|
2017
Q3 | $10.6M | Buy |
196,099
+21,831
| +13% | +$1.18M | 1.72% | 16 |
|
|
2017
Q2 | $8.72M | Buy |
174,268
+52,260
| +43% | +$2.61M | 1.25% | 24 |
|
|
2017
Q1 | $5.83M | Buy |
+122,008
| New | +$5.83M | 0.71% | 31 |
|
|
2016
Q3 | – | Sell |
-16,685
| Closed | -$698K | – | 177 |
|
|
2016
Q2 | $698K | Sell |
16,685
-21,303
| -56% | -$891K | 0.13% | 107 |
|
|
2016
Q1 | $1.58M | Buy |
+37,988
| New | +$1.58M | 0.5% | 58 |
|
|
2015
Q4 | – | Sell |
-113,854
| Closed | -$4.54M | – | 116 |
|
|
2015
Q3 | $4.54M | Buy |
113,854
+77,023
| +209% | +$3.07M | 1.74% | 15 |
|
|
2015
Q2 | $1.77M | Buy |
36,831
+26,616
| +261% | +$1.28M | 0.87% | 37 |
|
|
2015
Q1 | $494K | Buy |
10,215
+3,039
| +42% | +$147K | 0.28% | 65 |
|
|
2014
Q4 | $337K | Buy |
+7,176
| New | +$337K | 0.16% | 107 |
|