Mariner Independent Advisor Network’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$8.42M	Buy	106,053 +33,249	+46%	+$2.94M	0.36%	62
2022 Q2	$6.11M	Sell	72,804 -2,381	-3%	-$218K	0.26%	96
2022 Q1	$7.62M	Buy	75,185 +13,206	+21%	+$1.32M	0.29%	84
2021 Q4	$6.69M	Buy	61,979 +8,951	+17%	+$939K	0.31%	75
2021 Q3	$5.23M	Buy	53,028 +3,868	+8%	+$392K	0.26%	103
2021 Q2	$4.84M	Buy	49,160 +18,506	+60%	+$1.77M	0.22%	117
2021 Q1	$2.79M	Sell	30,654 -6,048	-16%	-$538K	0.15%	153
2020 Q4	$3.16M	Buy	36,702 +13,572	+59%	+$1.1M	0.17%	147
2020 Q3	$1.76M	Sell	23,130 -4,403	-16%	-$332K	0.15%	158
2020 Q2	$1.94M	Buy	27,533 +11,294	+70%	+$744K	0.18%	138
2020 Q1	$926K	Buy	+16,239	New	+$1.11M	0.08%	223

Other funds holding ESGU

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 46% in Q3 2022, buying an estimated $2.94M and bringing the position to 106,053 shares worth $8.42M. The position accounts for 0.36% of the portfolio, ranked #62.

Mariner Independent Advisor Network first reported a position in ESGU in Q1 2020 and has held it in 11 quarters since. 666 funds tracked by Wall St. Rank hold ESGU as of Q3 2022.

Mariner Independent Advisor Network held 106,053 shares of iShares ESG Aware MSCI USA ETF worth $8.42M as of Q3 2022.
Mariner Independent Advisor Network bought 33,249 iShares ESG Aware MSCI USA ETF shares in Q3 2022, an estimated $2.94M.
iShares ESG Aware MSCI USA ETF made up 0.36% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #62 holding.
Mariner Independent Advisor Network first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 11 quarters since.
666 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2022.

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