Mariner Independent Advisor Network’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$560K	Sell	20,239 -9,793	-33%	-$305K	0.02%	452
2022 Q2	$970K	Sell	30,032 -32,588	-52%	-$1.1M	0.04%	377
2022 Q1	$2.31M	Buy	62,620 +4,150	+7%	+$159K	0.09%	233
2021 Q4	$2.33M	Sell	58,470 -13,017	-18%	-$537K	0.11%	202
2021 Q3	$3.06M	Sell	71,487 -76	-0.1%	-$3.25K	0.15%	160
2021 Q2	$3.23M	Buy	71,563 +27,863	+64%	+$1.23M	0.15%	167
2021 Q1	$1.89M	Sell	43,700 -24,476	-36%	-$1.09M	0.1%	212
2020 Q4	$2.86M	Buy	68,176 +46,425	+213%	+$1.81M	0.15%	156
2020 Q3	$775K	Sell	21,751 -7,801	-26%	-$276K	0.06%	237
2020 Q2	$959K	Buy	29,552 +7,544	+34%	+$227K	0.09%	211
2020 Q1	$595K	Buy	22,008 +10,183	+86%	+$336K	0.05%	264
2019 Q4	$425K	Buy	+11,825	New	+$405K	0.03%	329

Other funds holding ESGE

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PCA

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 33% in Q3 2022, selling an estimated $305K and leaving 20,239 shares worth $560K. The position accounts for 0.02% of the portfolio, ranked #452.

Mariner Independent Advisor Network first reported a position in ESGE in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.23M in Q2 2021. 531 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

Mariner Independent Advisor Network held 20,239 shares of iShares ESG Aware MSCI EM ETF worth $560K as of Q3 2022.
Mariner Independent Advisor Network sold 9,793 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $305K.
iShares ESG Aware MSCI EM ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #452 holding.
Mariner Independent Advisor Network first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 12 quarters since.
Mariner Independent Advisor Network's iShares ESG Aware MSCI EM ETF position peaked at $3.23M in Q2 2021.
531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

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