Mariner Wealth Advisors (Cincinnati)’s iShares MSCI EAFE ETF EFA Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$136M	Buy	1,994,291 +45,623	+2%	+$3.08M	7.48%	1
2018 Q2	$131M	Buy	1,948,668 +26,685	+1%	+$1.87M	7.73%	1
2018 Q1	$134M	Buy	1,921,983 +88,376	+5%	+$6.3M	8.24%	1
2017 Q4	$129M	Buy	1,833,607 +74,677	+4%	+$5.19M	7.8%	1
2017 Q3	$120M	Buy	1,758,930 +167,976	+11%	+$11.2M	7.8%	1
2017 Q2	$104M	Buy	1,590,954 +129,062	+9%	+$8.35M	7.21%	1
2017 Q1	$91.1M	Buy	1,461,892 +243,884	+20%	+$14.7M	6.55%	1
2016 Q4	$70.3M	Buy	1,218,008 +514,386	+73%	+$29.7M	5.48%	1
2016 Q3	$41.6M	Buy	703,622 +58,917	+9%	+$3.42M	3.54%	1
2016 Q2	$36M	Buy	644,705 +24,440	+4%	+$1.41M	3.22%	2
2016 Q1	$35.5M	Buy	620,265 +87,273	+16%	+$4.81M	3.48%	2
2015 Q4	$31.3M	Buy	+532,992	New	+$32.1M	3.06%	4

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Mariner Wealth Advisors (Cincinnati)'s EFA Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its iShares MSCI EAFE ETF (EFA) stake by 2.3% in Q3 2018, buying an estimated $3.08M and bringing the position to 1,994,291 shares worth $136M. The position accounts for 7.48% of the portfolio, ranked #1.

Mariner Wealth Advisors (Cincinnati) first reported a position in EFA in Q4 2015 and has held it in 12 quarters since. 1,288 funds tracked by Wall St. Rank hold EFA as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 1,994,291 shares of iShares MSCI EAFE ETF worth $136M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 45,623 iShares MSCI EAFE ETF shares in Q3 2018, an estimated $3.08M.
iShares MSCI EAFE ETF made up 7.48% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #1 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 12 quarters since.
1,288 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.