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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$20K	Buy	+287	New	+$19.6K	0.01%	277

Other funds holding EFG

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWA

Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2015: 287 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings.

159 funds tracked by Wall St. Rank hold EFG as of Q1 2015.

Mariner Wealth Advisors (NYC) held 287 shares of iShares MSCI EAFE Growth ETF worth $20K as of Q1 2015.
iShares MSCI EAFE Growth ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares MSCI EAFE Growth ETF made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #277 holding.
159 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2015.

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