CWA
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Clearview Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Clearview Wealth Advisors’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-150
Closed -$15.6K – 567
2023
Q2 		$15.6K Hold
150
– – 0.02% 307
2023
Q1 		$15.7K Hold
150
– – 0.02% 304
2022
Q4 		$15.6K Hold
150
– – 0.01% 280
2022
Q3 		$15K Hold
150
– – 0.01% 293
2022
Q2 		$16K Hold
150
– – 0.01% 308
2022
Q1 		$16K Sell
150
-185
-55% -$19.6K 0.01% 325
2021
Q4 		$36K Sell
335
-640
-66% -$68.7K 0.02% 261
2021
Q3 		$105K Hold
975
– – 0.07% 156
2021
Q2 		$105K Hold
975
– – 0.06% 156
2021
Q1 		$105K Buy
975
+2
+0.2% +$216 0.07% 151
2020
Q4 		$105K Buy
+973
New +$105K 0.07% 138

Other funds holding SUB

Bank of New York Mellon
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return