Clearview Wealth Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-400	Closed	-$10K	–	716
2021 Q3	$10K	Hold	400	–	–	0.01%	424
2021 Q2	$10K	Hold	400	–	–	0.01%	426
2021 Q1	$9K	Hold	400	–	–	0.01%	422
2020 Q4	$10K	Buy	+400	New	+$9.28K	0.01%	378

Other funds holding IYLD

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Clearview Wealth Advisors's IYLD Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2021, closing a stake of 400 shares — an estimated $10K sold.

Clearview Wealth Advisors first reported a position in IYLD in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 62 funds tracked by Wall St. Rank hold IYLD as of Q4 2021.

Clearview Wealth Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2021 after selling out during the quarter.
Clearview Wealth Advisors sold 400 iShares Morningstar Multi-Asset Income ETF shares in Q4 2021, an estimated $10K.
Clearview Wealth Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2020 and held it in 4 quarters.
Clearview Wealth Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $10K in Q3 2021.
62 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.