Clearview Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-79	Closed	-$3.73K	–	254
2023 Q2	$3.73K	Buy	+79	New	+$3.76K	﹤0.01%	459
2023 Q1	–	Sell	-4	Closed	-$187	–	677
2022 Q4	$187	Buy	+4	New	+$186	﹤0.01%	594
2021 Q3	–	Sell	-11	Closed	-$1K	–	666
2021 Q2	$1K	Sell	11 -24	-69%	-$1.32K	﹤0.01%	610
2021 Q1	$2K	Hold	35	–	–	﹤0.01%	546
2020 Q4	$2K	Buy	+35	New	+$1.97K	﹤0.01%	508

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2023, closing a stake of 79 shares — an estimated $3.73K sold.

Clearview Wealth Advisors first reported a position in EAGG in Q4 2020 and held it in 5 quarters. The position peaked at $3.73K in Q2 2023. 326 funds tracked by Wall St. Rank hold EAGG as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 79 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2023, an estimated $3.73K.
Clearview Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and held it in 5 quarters.
Clearview Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.73K in Q2 2023.
326 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2023.

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