MWAM
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Mariner Wealth Advisors (Madison)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2013
Q3
$4.25M Buy
127,805
+22,155
+21% +$736K 1.71% 18
2013
Q2
$3.44M Buy
+105,650
New +$3.44M 1.53% 18