Mariner Independent Advisor Network’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.27M | Sell |
16,776
-13,681
| -45% | -$1.04M | 0.05% | 331 |
|
|
2022
Q2 | $2.54M | Sell |
30,457
-2,063
| -6% | -$172K | 0.11% | 198 |
|
|
2022
Q1 | $3.15M | Buy |
32,520
+4,704
| +17% | +$455K | 0.12% | 175 |
|
|
2021
Q4 | $2.96M | Buy |
27,816
+204
| +0.7% | +$21.7K | 0.14% | 170 |
|
|
2021
Q3 | $2.65M | Buy |
27,612
+1,667
| +6% | +$160K | 0.13% | 179 |
|
|
2021
Q2 | $2.48M | Buy |
25,945
+1,705
| +7% | +$163K | 0.11% | 206 |
|
|
2021
Q1 | $2.13M | Buy |
24,240
+14,000
| +137% | +$1.23M | 0.11% | 191 |
|
|
2020
Q4 | $843K | Buy |
+10,240
| New | +$843K | 0.05% | 309 |
|