Clearview Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-348	Closed	-$12.4K	–	272
2023 Q2	$12.4K	Sell	348 -1	-0.3%	-$34	0.01%	336
2023 Q1	$11.9K	Buy	349 +1	+0.3%	+$35	0.01%	338
2022 Q4	$11.5K	Sell	348 -515	-60%	-$17.1K	0.01%	313
2022 Q3	$26K	Buy	863 +141	+20%	+$4.76K	0.02%	224
2022 Q2	$23K	Sell	722 -47	-6%	-$1.62K	0.02%	258
2022 Q1	$29K	Buy	769 +662	+619%	+$24.9K	0.02%	252
2021 Q4	$4K	Buy	107 +57	+114%	+$2.31K	﹤0.01%	508
2021 Q3	$2K	Buy	+50	New	+$1.98K	﹤0.01%	582

Other funds holding ESML

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2023, closing a stake of 348 shares — an estimated $12.4K sold.

Clearview Wealth Advisors first reported a position in ESML in Q3 2021 and held it in 8 quarters. The position peaked at $29K in Q1 2022. 355 funds tracked by Wall St. Rank hold ESML as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 348 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2023, an estimated $12.4K.
Clearview Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and held it in 8 quarters.
Clearview Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $29K in Q1 2022.
355 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2023.

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