Mariner Independent Advisor Network’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.76M	Sell	41,040 -10,033	-20%	-$481K	0.08%	268
2022 Q2	$2.5M	Sell	51,073 -5,011	-9%	-$259K	0.11%	199
2022 Q1	$3.16M	Sell	56,084 -4,940	-8%	-$285K	0.12%	173
2021 Q4	$3.67M	Buy	61,024 +344	+0.6%	+$21.2K	0.17%	139
2021 Q3	$3.82M	Sell	60,680 -98	-0.2%	-$6.24K	0.19%	135
2021 Q2	$4.07M	Buy	60,778 +9,360	+18%	+$617K	0.18%	138
2021 Q1	$3.31M	Sell	51,418 -2,370	-4%	-$156K	0.17%	141
2020 Q4	$3.34M	Buy	53,788 +12,509	+30%	+$721K	0.18%	141
2020 Q3	$2.18M	Buy	41,279 +5,835	+16%	+$306K	0.18%	137
2020 Q2	$1.7M	Sell	35,444 -31,872	-47%	-$1.42M	0.16%	157
2020 Q1	$2.67M	Sell	67,316 -1,306	-2%	-$64.1K	0.24%	107
2019 Q4	$3.72M	Buy	68,622 +6,026	+10%	+$311K	0.27%	90
2019 Q3	$3.06M	Sell	62,596 -1,107	-2%	-$54.9K	0.23%	105
2019 Q2	$3.3M	Buy	63,703 +13,370	+27%	+$683K	0.25%	101
2019 Q1	$2.63M	Sell	50,333 -3,325	-6%	-$168K	0.22%	107
2018 Q4	$2.61M	Buy	+53,658	New	+$2.59M	0.23%	104
2018 Q3	–	Sell	-265,282	Closed	-$13.9M	–	253
2018 Q2	$13.9M	Sell	265,282 -10,723	-4%	-$601K	2.47%	12
2018 Q1	$16.1M	Buy	276,005 +1,332	+0.5%	+$78.8K	0.99%	26
2017 Q4	$15.6M	Buy	274,673 +78,574	+40%	+$4.39M	1.64%	12
2017 Q3	$10.6M	Buy	196,099 +21,831	+13%	+$1.16M	1.72%	16
2017 Q2	$8.72M	Buy	174,268 +52,260	+43%	+$2.58M	1.25%	24
2017 Q1	$5.83M	Buy	+122,008	New	+$5.62M	0.71%	31
2016 Q3	–	Sell	-16,685	Closed	-$698K	–	177
2016 Q2	$698K	Sell	16,685 -21,303	-56%	-$873K	0.13%	107
2016 Q1	$1.58M	Buy	+37,988	New	+$1.44M	0.5%	58
2015 Q4	–	Sell	-113,854	Closed	-$4.54M	–	116
2015 Q3	$4.54M	Buy	113,854 +77,023	+209%	+$3.3M	1.74%	15
2015 Q2	$1.77M	Buy	36,831 +26,616	+261%	+$1.35M	0.87%	37
2015 Q1	$494K	Buy	10,215 +3,039	+42%	+$146K	0.28%	65
2014 Q4	$337K	Buy	+7,176	New	+$350K	0.16%	107

Other funds holding IEMG

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q3 2022, selling an estimated $481K and leaving 41,040 shares worth $1.76M. The position accounts for 0.08% of the portfolio, ranked #268.

Mariner Independent Advisor Network first reported a position in IEMG in Q4 2014 and has held it in 28 quarters since. The position peaked at $16.1M in Q1 2018. 1,370 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

Mariner Independent Advisor Network held 41,040 shares of iShares Core MSCI Emerging Markets ETF worth $1.76M as of Q3 2022.
Mariner Independent Advisor Network sold 10,033 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $481K.
iShares Core MSCI Emerging Markets ETF made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #268 holding.
Mariner Independent Advisor Network first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2014 and has held it in 28 quarters since.
Mariner Independent Advisor Network's iShares Core MSCI Emerging Markets ETF position peaked at $16.1M in Q1 2018.
1,370 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

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