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

Mariner Wealth Advisors (Cincinnati)’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$3.98M Buy
62,083
+25,662
+70% +$1.64M 0.22% 80
2018
Q2 		$2.31M Buy
36,421
+25,067
+221% +$1.66M 0.14% 94
2018
Q1 		$748K Buy
11,354
+2,358
+26% +$158K 0.05% 148
2017
Q4 		$595K Buy
8,996
+741
+9% +$48.3K 0.04% 160
2017
Q3 		$530K Buy
8,255
+4,752
+136% +$297K 0.03% 163
2017
Q2 		$213K Sell
3,503
-361
-9% -$21.8K 0.01% 242
2017
Q1 		$224K Buy
+3,864
New +$217K 0.02% 236

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 70% in Q3 2018, buying an estimated $1.64M and bringing the position to 62,083 shares worth $3.98M. The position accounts for 0.22% of the portfolio, ranked #80.

Mariner Wealth Advisors (Cincinnati) first reported a position in IEFA in Q1 2017 and has held it in 7 quarters since. 756 funds tracked by Wall St. Rank hold IEFA as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 62,083 shares of iShares Core MSCI EAFE ETF worth $3.98M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 25,662 iShares Core MSCI EAFE ETF shares in Q3 2018, an estimated $1.64M.
  • iShares Core MSCI EAFE ETF made up 0.22% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #80 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 7 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2018.

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