Clearview Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-36	Closed	-$2.63K	–	270
2023 Q2	$2.63K	Sell	36 -107	-75%	-$7.8K	﹤0.01%	499
2023 Q1	$10.3K	Buy	143 +11	+8%	+$772	0.01%	363
2022 Q4	$8.71K	Sell	132 -186	-58%	-$11.7K	0.01%	347
2022 Q3	$18K	Buy	318 +70	+28%	+$4.39K	0.01%	265
2022 Q2	$16K	Buy	248 +35	+16%	+$2.39K	0.01%	299
2022 Q1	$16K	Buy	213 +156	+274%	+$11.7K	0.01%	321
2021 Q4	$5K	Buy	57 +32	+128%	+$2.55K	﹤0.01%	485
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	581
2021 Q2	$2K	Sell	25 -42	-63%	-$3.34K	﹤0.01%	573
2021 Q1	$5K	Hold	67	–	–	﹤0.01%	483
2020 Q4	$5K	Buy	+67	New	+$4.58K	﹤0.01%	442

Other funds holding ESGD

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

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

Clearview Wealth Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2023, closing a stake of 36 shares — an estimated $2.63K sold.

Clearview Wealth Advisors first reported a position in ESGD in Q4 2020 and held it in 11 quarters. The position peaked at $18K in Q3 2022. 553 funds tracked by Wall St. Rank hold ESGD as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 36 iShares ESG Aware MSCI EAFE ETF shares in Q3 2023, an estimated $2.63K.
Clearview Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $18K in Q3 2022.
553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2023.

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