Clearview Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-382	Closed	-$16.2K	–	277
2023 Q2	$16.2K	Buy	382 +3	+0.8%	+$129	0.02%	301
2023 Q1	$16.4K	Sell	379 -104	-22%	-$4.46K	0.02%	300
2022 Q4	$20.4K	Sell	483 -2,075	-81%	-$87.2K	0.02%	244
2022 Q3	$107K	Sell	2,558 -109	-4%	-$4.78K	0.08%	108
2022 Q2	$117K	Sell	2,667 -3	-0.1%	-$134	0.09%	111
2022 Q1	$124K	Buy	2,670 +2,472	+1,248%	+$118K	0.08%	120
2021 Q4	$10K	Buy	198 +158	+395%	+$7.81K	0.01%	414
2021 Q3	$2K	Buy	+40	New	+$2K	﹤0.01%	583

Other funds holding EUSB

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2023, closing a stake of 382 shares — an estimated $16.2K sold.

Clearview Wealth Advisors first reported a position in EUSB in Q3 2021 and held it in 8 quarters. The position peaked at $124K in Q1 2022. 131 funds tracked by Wall St. Rank hold EUSB as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 382 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2023, an estimated $16.2K.
Clearview Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and held it in 8 quarters.
Clearview Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $124K in Q1 2022.
131 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2023.

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