Mariner Independent Advisor Network’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.47M	Buy	62,118 +2,411	+4%	+$149K	0.15%	153
2022 Q2	$3.7M	Sell	59,707 -13,140	-18%	-$878K	0.16%	151
2022 Q1	$5.28M	Buy	72,847 +1,316	+2%	+$96.1K	0.2%	125
2021 Q4	$5.52M	Sell	71,531 -874	-1%	-$66.9K	0.26%	95
2021 Q3	$5.44M	Buy	72,405 +1,517	+2%	+$117K	0.27%	98
2021 Q2	$5.36M	Buy	70,888 +2,364	+3%	+$178K	0.24%	103
2021 Q1	$4.94M	Buy	+68,524	New	+$4.9M	0.26%	100
2019 Q1	–	Sell	-11,399	Closed	-$667K	–	373
2018 Q4	$667K	Buy	+11,399	New	+$678K	0.06%	267

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

SAM

Silverhawk Asset Management Scottsdale, Arizona $122M AUM 10.95% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 4% in Q3 2022, buying an estimated $149K and bringing the position to 62,118 shares worth $3.47M. The position accounts for 0.15% of the portfolio, ranked #153.

Mariner Independent Advisor Network first reported a position in QEFA in Q4 2018 and has held it in 8 quarters since. The position peaked at $5.52M in Q4 2021. 92 funds tracked by Wall St. Rank hold QEFA as of Q3 2022.

Mariner Independent Advisor Network held 62,118 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $3.47M as of Q3 2022.
Mariner Independent Advisor Network bought 2,411 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2022, an estimated $149K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.15% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #153 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2018 and has held it in 8 quarters since.
Mariner Independent Advisor Network's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $5.52M in Q4 2021.
92 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2022.

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