Clearview Wealth Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Clearview Wealth Advisors’s Portfolio COMT Stock Details COMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,545	Closed	-$92.1K	–	215
2023 Q2	$92.1K	Sell	3,545 -774	-18%	-$20.4K	0.09%	149
2023 Q1	$117K	Sell	4,319 -21,557	-83%	-$588K	0.12%	135
2022 Q4	$729K	Sell	25,876 -4,563	-15%	-$163K	0.56%	44
2022 Q3	$1.09M	Sell	30,439 -2,300	-7%	-$88.3K	0.86%	21
2022 Q2	$1.34M	Sell	32,739 -16,620	-34%	-$705K	1%	16
2022 Q1	$1.98M	Buy	49,359 +18,535	+60%	+$672K	1.3%	16
2021 Q4	$952K	Sell	30,824 -4,320	-12%	-$153K	0.58%	38
2021 Q3	$1.26M	Sell	35,144 -28,193	-45%	-$967K	0.8%	29
2021 Q2	$2.19M	Buy	+63,337	New	+$2.07M	1.35%	16

Other funds holding COMT

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clearview Wealth Advisors's COMT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2023, closing a stake of 3,545 shares — an estimated $92.1K sold.

Clearview Wealth Advisors first reported a position in COMT in Q2 2021 and held it in 9 quarters. The position peaked at $2.19M in Q2 2021. 176 funds tracked by Wall St. Rank hold COMT as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 3,545 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2023, an estimated $92.1K.
Clearview Wealth Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2021 and held it in 9 quarters.
Clearview Wealth Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $2.19M in Q2 2021.
176 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.