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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.27M Sell
2022
Q2
$2.54M Sell
2022
Q1
$3.15M Buy
2021
Q4
$2.96M Buy
2021
Q3
$2.65M Buy
2021
Q2
$2.48M Buy
2021
Q1
$2.13M Buy
2020
Q4
$843K Buy