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

Mariner Independent Advisor Network’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$852K	Buy	15,178 +747	+5%	+$46.8K	0.04%	401
2022 Q2	$902K	Buy	14,431 +2	+0%	+$137	0.04%	385
2022 Q1	$1.07M	Buy	14,429 +3,355	+30%	+$253K	0.04%	355
2021 Q4	$885K	Buy	+11,074	New	+$882K	0.04%	341
2021 Q1	–	Sell	-12,425	Closed	-$908K	–	435
2020 Q4	$908K	Buy	12,425 +607	+5%	+$41.5K	0.05%	296
2020 Q3	$750K	Sell	11,818 -921	-7%	-$58.8K	0.06%	241
2020 Q2	$776K	Buy	12,739 +121	+1%	+$6.95K	0.07%	231
2020 Q1	$643K	Buy	+12,618	New	+$794K	0.06%	257

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mariner Independent Advisor Network's ESGD Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.2% in Q3 2022, buying an estimated $46.8K and bringing the position to 15,178 shares worth $852K. The position accounts for 0.04% of the portfolio, ranked #401.

Mariner Independent Advisor Network first reported a position in ESGD in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.07M in Q1 2022. 497 funds tracked by Wall St. Rank hold ESGD as of Q3 2022.

Mariner Independent Advisor Network held 15,178 shares of iShares ESG Aware MSCI EAFE ETF worth $852K as of Q3 2022.
Mariner Independent Advisor Network bought 747 iShares ESG Aware MSCI EAFE ETF shares in Q3 2022, an estimated $46.8K.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #401 holding.
Mariner Independent Advisor Network first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 8 quarters since.
Mariner Independent Advisor Network's iShares ESG Aware MSCI EAFE ETF position peaked at $1.07M in Q1 2022.
497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.