Mariner Independent Advisor Network’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $560K | Sell |
20,239
-9,793
| -33% | -$271K | 0.02% | 452 |
|
|
2022
Q2 | $970K | Sell |
30,032
-32,588
| -52% | -$1.05M | 0.04% | 377 |
|
|
2022
Q1 | $2.31M | Buy |
62,620
+4,150
| +7% | +$153K | 0.09% | 233 |
|
|
2021
Q4 | $2.33M | Sell |
58,470
-13,017
| -18% | -$518K | 0.11% | 202 |
|
|
2021
Q3 | $3.06M | Sell |
71,487
-76
| -0.1% | -$3.26K | 0.15% | 160 |
|
|
2021
Q2 | $3.23M | Buy |
71,563
+27,863
| +64% | +$1.26M | 0.15% | 167 |
|
|
2021
Q1 | $1.89M | Sell |
43,700
-24,476
| -36% | -$1.06M | 0.1% | 212 |
|
|
2020
Q4 | $2.86M | Buy |
68,176
+46,425
| +213% | +$1.95M | 0.15% | 156 |
|
|
2020
Q3 | $775K | Sell |
21,751
-7,801
| -26% | -$278K | 0.06% | 237 |
|
|
2020
Q2 | $959K | Buy |
29,552
+7,544
| +34% | +$245K | 0.09% | 211 |
|
|
2020
Q1 | $595K | Buy |
22,008
+10,183
| +86% | +$275K | 0.05% | 264 |
|
|
2019
Q4 | $425K | Buy |
+11,825
| New | +$425K | 0.03% | 329 |
|