Mariner Independent Advisor Network’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $852K | Buy |
15,178
+747
| +5% | +$41.9K | 0.04% | 401 |
|
|
2022
Q2 | $902K | Buy |
14,431
+2
| +0% | +$125 | 0.04% | 385 |
|
|
2022
Q1 | $1.07M | Buy |
14,429
+3,355
| +30% | +$249K | 0.04% | 355 |
|
|
2021
Q4 | $885K | Buy |
+11,074
| New | +$885K | 0.04% | 341 |
|
|
2021
Q1 | – | Sell |
-12,425
| Closed | -$908K | – | 435 |
|
|
2020
Q4 | $908K | Buy |
12,425
+607
| +5% | +$44.4K | 0.05% | 296 |
|
|
2020
Q3 | $750K | Sell |
11,818
-921
| -7% | -$58.4K | 0.06% | 241 |
|
|
2020
Q2 | $776K | Buy |
12,739
+121
| +1% | +$7.37K | 0.07% | 231 |
|
|
2020
Q1 | $643K | Buy |
+12,618
| New | +$643K | 0.06% | 257 |
|