Clearview Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-310	Closed	-$9.59K	–	469
2023 Q2	$9.59K	Buy	310 +6	+2%	+$184	0.01%	369
2023 Q1	$9.52K	Buy	304 +3	+1%	+$96	0.01%	377
2022 Q4	$9.2K	Sell	301 -2,005	-87%	-$62.4K	0.01%	340
2022 Q3	$73K	Buy	2,306 +30	+1%	+$1.01K	0.06%	139
2022 Q2	$75K	Buy	2,276 +27	+1%	+$914	0.06%	147
2022 Q1	$82K	Buy	2,249 +14	+0.6%	+$515	0.05%	156
2021 Q4	$88K	Buy	2,235 +30	+1%	+$1.17K	0.05%	167
2021 Q3	$86K	Buy	2,205 +26	+1%	+$1.02K	0.05%	179
2021 Q2	$86K	Buy	2,179 +26	+1%	+$1.01K	0.05%	180
2021 Q1	$83K	Buy	2,153 +17	+0.8%	+$645	0.05%	180
2020 Q4	$82K	Buy	+2,136	New	+$79.8K	0.06%	154

Other funds holding PFF

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

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

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

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 310 shares — an estimated $9.59K sold.

Clearview Wealth Advisors first reported a position in PFF in Q4 2020 and held it in 11 quarters. The position peaked at $88K in Q4 2021. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 310 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $9.59K.
Clearview Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $88K in Q4 2021.
957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

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