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

Mariner Wealth Advisors (Madison)’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$4.25M	Buy	127,805 +22,155	+21%	+$740K	1.71%	18
2013 Q2	$3.44M	Buy	+105,650	New	+$3.51M	1.53%	18

Other funds holding USMV

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America

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

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

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.62B AUM 17.53% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return