Mariner Independent Advisor Network’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.27M	Sell	16,776 -13,681	-45%	-$1.16M	0.05%	331
2022 Q2	$2.54M	Sell	30,457 -2,063	-6%	-$181K	0.11%	198
2022 Q1	$3.15M	Buy	32,520 +4,704	+17%	+$456K	0.12%	175
2021 Q4	$2.96M	Buy	27,816 +204	+0.7%	+$21K	0.14%	170
2021 Q3	$2.65M	Buy	27,612 +1,667	+6%	+$165K	0.13%	179
2021 Q2	$2.48M	Buy	25,945 +1,705	+7%	+$158K	0.11%	206
2021 Q1	$2.13M	Buy	24,240 +14,000	+137%	+$1.19M	0.11%	191
2020 Q4	$843K	Buy	+10,240	New	+$800K	0.05%	309

Other funds holding SUSA

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 45% in Q3 2022, selling an estimated $1.16M and leaving 16,776 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #331.

Mariner Independent Advisor Network first reported a position in SUSA in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.15M in Q1 2022. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

Mariner Independent Advisor Network held 16,776 shares of iShares ESG Optimized MSCI USA ETF worth $1.27M as of Q3 2022.
Mariner Independent Advisor Network sold 13,681 iShares ESG Optimized MSCI USA ETF shares in Q3 2022, an estimated $1.16M.
iShares ESG Optimized MSCI USA ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #331 holding.
Mariner Independent Advisor Network first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 8 quarters since.
Mariner Independent Advisor Network's iShares ESG Optimized MSCI USA ETF position peaked at $3.15M in Q1 2022.
395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

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