Clearview Wealth Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-263	Closed	-$12.8K	–	391
2023 Q2	$12.8K	Buy	263 +10	+4%	+$462	0.01%	334
2023 Q1	$11.5K	Buy	253 +1	+0.4%	+$44	0.01%	342
2022 Q4	$10.7K	Sell	252 -128	-34%	-$5.48K	0.01%	322
2022 Q3	$15K	Buy	380 +132	+53%	+$5.84K	0.01%	289
2022 Q2	$10K	Buy	+248	New	+$11.3K	0.01%	354

Other funds holding LCTU

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2023, closing a stake of 263 shares — an estimated $12.8K sold.

Clearview Wealth Advisors first reported a position in LCTU in Q2 2022 and held it in 5 quarters. The position peaked at $15K in Q3 2022. 125 funds tracked by Wall St. Rank hold LCTU as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 263 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2023, an estimated $12.8K.
Clearview Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and held it in 5 quarters.
Clearview Wealth Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $15K in Q3 2022.
125 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2023.

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