Ishares Tr sustnble msci shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Ishares Tr sustnble msci
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Quarterly reported holdings in Ishares Tr sustnble msci by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $442k | 5.3k | 83.20 |
| 2025-06-30 | $383k | 5.0k | 75.86 |
| 2025-03-31 | $616k | 8.5k | 72.39 |
| 2024-12-31 | $697k | 9.7k | 71.56 |
| 2024-09-30 | $825k | 9.7k | 84.79 |
| 2024-06-30 | $777k | 10k | 75.07 |
| 2024-03-31 | $987k | 13k | 78.71 |
| 2023-12-31 | $1.1M | 13k | 81.05 |
| 2023-09-30 | $1.0M | 14k | 74.52 |
| 2023-06-30 | $1.1M | 14k | 79.05 |
| 2023-03-31 | $1.0M | 13k | 79.18 |
| 2022-12-31 | $1.1M | 13k | 78.89 |
| 2022-09-30 | $1.2M | 17k | 70.86 |
| 2022-06-30 | $1.6M | 20k | 79.88 |
| 2022-03-31 | $1.7M | 20k | 85.28 |
| 2021-12-31 | $1.6M | 18k | 90.74 |
| 2021-09-30 | $1.6M | 16k | 96.04 |
| 2021-06-30 | $1.5M | 16k | 99.36 |
| 2021-03-31 | $1.3M | 14k | 94.87 |
| 2020-09-30 | $843k | 11k | 80.45 |