MIAN
Mariner Independent Advisor Network’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $8.42M | Buy |
106,053
+33,249
| +46% | +$2.64M | 0.36% | 62 |
|
|
2022
Q2 | $6.11M | Sell |
72,804
-2,381
| -3% | -$200K | 0.26% | 96 |
|
|
2022
Q1 | $7.62M | Buy |
75,185
+13,206
| +21% | +$1.34M | 0.29% | 84 |
|
|
2021
Q4 | $6.69M | Buy |
61,979
+8,951
| +17% | +$966K | 0.31% | 75 |
|
|
2021
Q3 | $5.23M | Buy |
53,028
+3,868
| +8% | +$382K | 0.26% | 103 |
|
|
2021
Q2 | $4.84M | Buy |
49,160
+18,506
| +60% | +$1.82M | 0.22% | 117 |
|
|
2021
Q1 | $2.79M | Sell |
30,654
-6,048
| -16% | -$550K | 0.15% | 153 |
|
|
2020
Q4 | $3.16M | Buy |
36,702
+13,572
| +59% | +$1.17M | 0.17% | 147 |
|
|
2020
Q3 | $1.76M | Sell |
23,130
-4,403
| -16% | -$336K | 0.15% | 158 |
|
|
2020
Q2 | $1.94M | Buy |
27,533
+11,294
| +70% | +$796K | 0.18% | 138 |
|
|
2020
Q1 | $926K | Buy |
+16,239
| New | +$926K | 0.08% | 223 |
|