MIAN
Mariner Independent Advisor Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $16.1M | Sell |
243,271
-971
| -0.4% | -$64.2K | 0.69% | 30 |
|
|
2022
Q2 | $17.4M | Sell |
244,242
-7,873
| -3% | -$559K | 0.73% | 22 |
|
|
2022
Q1 | $19.6M | Buy |
252,115
+54,398
| +28% | +$4.22M | 0.75% | 22 |
|
|
2021
Q4 | $15.9M | Sell |
197,717
-82,447
| -29% | -$6.64M | 0.75% | 24 |
|
|
2021
Q3 | $20.6M | Sell |
280,164
-21,296
| -7% | -$1.57M | 1.01% | 15 |
|
|
2021
Q2 | $22.2M | Sell |
301,460
-207,645
| -41% | -$15.3M | 1.01% | 17 |
|
|
2021
Q1 | $35.2M | Sell |
509,105
-280,200
| -35% | -$19.4M | 1.84% | 8 |
|
|
2020
Q4 | $53.6M | Buy |
789,305
+42,810
| +6% | +$2.91M | 2.86% | 6 |
|
|
2020
Q3 | $47.6M | Buy |
746,495
+42,899
| +6% | +$2.73M | 3.94% | 4 |
|
|
2020
Q2 | $42.9M | Buy |
703,596
+60,041
| +9% | +$3.66M | 3.95% | 2 |
|
|
2020
Q1 | $33.5M | Buy |
643,555
+25,814
| +4% | +$1.34M | 3.02% | 3 |
|
|
2019
Q4 | $40.5M | Sell |
617,741
-192,513
| -24% | -$12.6M | 2.92% | 2 |
|
|
2019
Q3 | $51.5M | Buy |
810,254
+28,194
| +4% | +$1.79M | 3.91% | 1 |
|
|
2019
Q2 | $48.3M | Buy |
782,060
+142,753
| +22% | +$8.82M | 3.64% | 2 |
|
|
2019
Q1 | $37.6M | Buy |
639,307
+52,657
| +9% | +$3.1M | 3.18% | 4 |
|
|
2018
Q4 | $31.2M | Buy |
586,650
+91,084
| +18% | +$4.85M | 2.78% | 4 |
|
|
2018
Q3 | $28.3M | Buy |
495,566
+186,780
| +60% | +$10.7M | 3.54% | 2 |
|
|
2018
Q2 | $16.4M | Sell |
308,786
-188,533
| -38% | -$10M | 2.91% | 9 |
|
|
2018
Q1 | $25.8M | Buy |
497,319
+281,081
| +130% | +$14.6M | 1.59% | 13 |
|
|
2017
Q4 | $11.4M | Sell |
216,238
-32,604
| -13% | -$1.72M | 1.19% | 21 |
|
|
2017
Q3 | $12.5M | Buy |
248,842
+35,376
| +17% | +$1.78M | 2.04% | 14 |
|
|
2017
Q2 | $10.4M | Buy |
+213,466
| New | +$10.4M | 1.5% | 15 |
|
|
2017
Q1 | – | Sell |
-10,941
| Closed | -$495K | – | 348 |
|
|
2016
Q4 | $495K | Sell |
10,941
-118,964
| -92% | -$5.38M | 0.08% | 129 |
|
|
2016
Q3 | $5.9M | Buy |
129,905
+53,241
| +69% | +$2.42M | 0.84% | 36 |
|
|
2016
Q2 | $3.54M | Buy |
76,664
+49,848
| +186% | +$2.3M | 0.67% | 50 |
|
|
2016
Q1 | $1.18M | Buy |
26,816
+2,938
| +12% | +$129K | 0.38% | 67 |
|
|
2015
Q4 | $999K | Buy |
23,878
+7,835
| +49% | +$328K | 0.67% | 38 |
|
|
2015
Q3 | $635K | Buy |
16,043
+2,829
| +21% | +$112K | 0.24% | 93 |
|
|
2015
Q2 | $533K | Buy |
+13,214
| New | +$533K | 0.26% | 74 |
|