Clearview Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10	Closed	-$1.12K	–	689
2022 Q4	$1.12K	Hold	10	–	–	﹤0.01%	521
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	530
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	535
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	561
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	643
2021 Q3	$1K	Buy	+10	New	+$1.06K	﹤0.01%	622

Other funds holding ITA

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2023, closing a stake of 10 shares — an estimated $1.12K sold.

Clearview Wealth Advisors first reported a position in ITA in Q3 2021 and held it in 6 quarters. The position peaked at $1.12K in Q4 2022. 548 funds tracked by Wall St. Rank hold ITA as of Q1 2023.

Clearview Wealth Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 10 iShares US Aerospace & Defense ETF shares in Q1 2023, an estimated $1.12K.
Clearview Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2021 and held it in 6 quarters.
Clearview Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $1.12K in Q4 2022.
548 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2023.

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