Clearview Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-125	Closed	-$7.79K	–	360
2023 Q2	$7.79K	Hold	125	–	–	0.01%	390
2023 Q1	$6.92K	Hold	125	–	–	0.01%	402
2022 Q4	$6.08K	Hold	125	–	–	﹤0.01%	378
2022 Q3	$6K	Hold	125	–	–	﹤0.01%	392
2022 Q2	$6K	Hold	125	–	–	﹤0.01%	416
2022 Q1	$8K	Hold	125	–	–	0.01%	413
2021 Q4	$9K	Hold	125	–	–	0.01%	436
2021 Q3	$8K	Hold	125	–	–	0.01%	452
2021 Q2	$8K	Hold	125	–	–	﹤0.01%	466
2021 Q1	$7K	Hold	125	–	–	﹤0.01%	451
2020 Q4	$7K	Buy	+125	New	+$6.93K	﹤0.01%	419

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Clearview Wealth Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2023, closing a stake of 125 shares — an estimated $7.79K sold.

Clearview Wealth Advisors first reported a position in ILCG in Q4 2020 and held it in 11 quarters. The position peaked at $9K in Q4 2021. 214 funds tracked by Wall St. Rank hold ILCG as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Morningstar Growth ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 125 iShares Morningstar Growth ETF shares in Q3 2023, an estimated $7.79K.
Clearview Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares Morningstar Growth ETF position peaked at $9K in Q4 2021.
214 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2023.

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