Clearview Wealth Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-315	Closed	-$19.5K	–	688
2022 Q4	$19.5K	Hold	315	–	–	0.02%	255
2022 Q3	$18K	Hold	315	–	–	0.01%	267
2022 Q2	$19K	Hold	315	–	–	0.01%	283
2022 Q1	$22K	Hold	315	–	–	0.01%	290
2021 Q4	$22K	Hold	315	–	–	0.01%	321
2021 Q3	$20K	Hold	315	–	–	0.01%	332
2021 Q2	$20K	Hold	315	–	–	0.01%	340
2021 Q1	$19K	Hold	315	–	–	0.01%	340
2020 Q4	$16K	Buy	+315	New	+$15.4K	0.01%	321

Other funds holding IMCV

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

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return

Clearview Wealth Advisors's IMCV Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2023, closing a stake of 315 shares — an estimated $19.5K sold.

Clearview Wealth Advisors first reported a position in IMCV in Q4 2020 and held it in 9 quarters. The position peaked at $22K in Q1 2022. 121 funds tracked by Wall St. Rank hold IMCV as of Q1 2023.

Clearview Wealth Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 315 iShares Morningstar Mid-Cap Value ETF shares in Q1 2023, an estimated $19.5K.
Clearview Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2020 and held it in 9 quarters.
Clearview Wealth Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $22K in Q1 2022.
121 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.