Mariner Wealth Advisors (Cincinnati)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$329K	Sell	6,354 -7,848	-55%	-$410K	0.02%	234
2018 Q2	$746K	Buy	14,202 +9,332	+192%	+$523K	0.04%	153
2018 Q1	$284K	Buy	4,870 +441	+10%	+$26.1K	0.02%	237
2017 Q4	$252K	Buy	+4,429	New	+$247K	0.02%	247

Other funds holding IEMG

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 55% in Q3 2018, selling an estimated $410K and leaving 6,354 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #234.

Mariner Wealth Advisors (Cincinnati) first reported a position in IEMG in Q4 2017 and has held it in 4 quarters since. The position peaked at $746K in Q2 2018. 825 funds tracked by Wall St. Rank hold IEMG as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 6,354 shares of iShares Core MSCI Emerging Markets ETF worth $329K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 7,848 iShares Core MSCI Emerging Markets ETF shares in Q3 2018, an estimated $410K.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #234 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 4 quarters since.
Mariner Wealth Advisors (Cincinnati)'s iShares Core MSCI Emerging Markets ETF position peaked at $746K in Q2 2018.
825 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2018.

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