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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$19K	Buy	+348	New	+$18.3K	0.01%	280

Other funds holding EFV

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2015: 348 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings.

181 funds tracked by Wall St. Rank hold EFV as of Q1 2015.

Mariner Wealth Advisors (NYC) held 348 shares of iShares MSCI EAFE Value ETF worth $19K as of Q1 2015.
iShares MSCI EAFE Value ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares MSCI EAFE Value ETF made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #280 holding.
181 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2015.

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