Mariner Wealth Advisors (Cincinnati)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$1.59M | 0.14% | 94 |
|
|
2018
Q1 | $748K | Buy |
11,354
+2,358
| +26% | +$155K | 0.05% | 148 |
|
|
2017
Q4 | $595K | Buy |
8,996
+741
| +9% | +$49K | 0.04% | 160 |
|
|
2017
Q3 | $530K | Buy |
8,255
+4,752
| +136% | +$305K | 0.03% | 163 |
|
|
2017
Q2 | $213K | Sell |
3,503
-361
| -9% | -$22K | 0.01% | 242 |
|
|
2017
Q1 | $224K | Buy |
+3,864
| New | +$224K | 0.02% | 236 |
|