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Mariner Independent Advisor Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mariner Independent Advisor Network’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$16.1M Sell
243,271
-971
-0.4% -$70K 0.69% 30
2022
Q2 		$17.4M Sell
244,242
-7,873
-3% -$576K 0.73% 22
2022
Q1 		$19.6M Buy
252,115
+54,398
+28% +$4.12M 0.75% 22
2021
Q4 		$15.9M Sell
197,717
-82,447
-29% -$6.38M 0.75% 24
2021
Q3 		$20.6M Sell
280,164
-21,296
-7% -$1.62M 1.01% 15
2021
Q2 		$22.2M Sell
301,460
-207,645
-41% -$15M 1.01% 17
2021
Q1 		$35.2M Sell
509,105
-280,200
-35% -$18.9M 1.84% 8
2020
Q4 		$53.6M Buy
789,305
+42,810
+6% +$2.82M 2.86% 6
2020
Q3 		$47.6M Buy
746,495
+42,899
+6% +$2.72M 3.94% 4
2020
Q2 		$42.9M Buy
703,596
+60,041
+9% +$3.56M 3.95% 2
2020
Q1 		$33.5M Buy
643,555
+25,814
+4% +$1.64M 3.02% 3
2019
Q4 		$40.5M Sell
617,741
-192,513
-24% -$12.4M 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% +$8.57M 3.64% 2
2019
Q1 		$37.6M Buy
639,307
+52,657
+9% +$2.95M 3.18% 4
2018
Q4 		$31.2M Buy
586,650
+91,084
+18% +$5.01M 2.78% 4
2018
Q3 		$28.3M Buy
495,566
+186,780
+60% +$10.4M 3.54% 2
2018
Q2 		$16.4M Sell
308,786
-188,533
-38% -$9.92M 2.91% 9
2018
Q1 		$25.8M Buy
497,319
+281,081
+130% +$14.9M 1.59% 13
2017
Q4 		$11.4M Sell
216,238
-32,604
-13% -$1.69M 1.19% 21
2017
Q3 		$12.5M Buy
248,842
+35,376
+17% +$1.76M 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% -$5.31M 0.08% 129
2016
Q3 		$5.9M Buy
129,905
+53,241
+69% +$2.46M 0.84% 36
2016
Q2 		$3.54M Buy
76,664
+49,848
+186% +$2.21M 0.67% 50
2016
Q1 		$1.18M Buy
26,816
+2,938
+12% +$122K 0.38% 67
2015
Q4 		$999K Buy
23,878
+7,835
+49% +$326K 0.67% 38
2015
Q3 		$635K Buy
16,043
+2,829
+21% +$116K 0.24% 93
2015
Q2 		$533K Buy
+13,214
New +$546K 0.26% 74

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.4% in Q3 2022, selling an estimated $70K and leaving 243,271 shares worth $16.1M. The position accounts for 0.69% of the portfolio, ranked #30.

Mariner Independent Advisor Network first reported a position in USMV in Q2 2015 and has held it in 29 quarters since. The position peaked at $53.6M in Q4 2020. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

  • Mariner Independent Advisor Network held 243,271 shares of iShares MSCI USA Min Vol Factor ETF worth $16.1M as of Q3 2022.
  • Mariner Independent Advisor Network sold 971 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $70K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.69% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #30 holding.
  • Mariner Independent Advisor Network first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2015 and has held it in 29 quarters since.
  • Mariner Independent Advisor Network's iShares MSCI USA Min Vol Factor ETF position peaked at $53.6M in Q4 2020.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

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