Mariner Independent Advisor Network’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$852K Buy
2022
Q2
$902K Buy
2022
Q1
$1.07M Buy
2021
Q4
$885K Buy
2021
Q1
Sell
2020
Q4
$908K Buy
2020
Q3
$750K Sell
2020
Q2
$776K Buy
2020
Q1
$643K Buy