Mariner Wealth Advisors (NYC)’s iShares MSCI EAFE ETF EFA Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$17.3M	Buy	+269,337	New	+$17M	8.26%	4

Other funds holding EFA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s EFA Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2015: 269,337 shares worth $17.3M. The stake represents 8.26% of the portfolio and ranks #4 among its holdings.

1,006 funds tracked by Wall St. Rank hold EFA as of Q1 2015.

Mariner Wealth Advisors (NYC) held 269,337 shares of iShares MSCI EAFE ETF worth $17.3M as of Q1 2015.
iShares MSCI EAFE ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares MSCI EAFE ETF made up 8.26% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #4 holding.
1,006 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.