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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr sustnble msci held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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