Clearview Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-52	Closed	-$4.87K	–	565
2023 Q2	$4.87K	Hold	52	–	–	﹤0.01%	435
2023 Q1	$4.56K	Hold	52	–	–	﹤0.01%	442
2022 Q4	$4.28K	Hold	52	–	–	﹤0.01%	411
2022 Q3	$4K	Hold	52	–	–	﹤0.01%	441
2022 Q2	$4K	Hold	52	–	–	﹤0.01%	457
2022 Q1	$5K	Sell	52 -10	-16%	-$969	﹤0.01%	460
2021 Q4	$7K	Buy	62 +20	+48%	+$2.06K	﹤0.01%	461
2021 Q3	$4K	Sell	42 -10	-19%	-$988	﹤0.01%	531
2021 Q2	$5K	Hold	52	–	–	﹤0.01%	516
2021 Q1	$5K	Hold	52	–	–	﹤0.01%	495
2020 Q4	$4K	Buy	+52	New	+$4.07K	﹤0.01%	472

Other funds holding SUSA

VMPIC

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2023, closing a stake of 52 shares — an estimated $4.87K sold.

Clearview Wealth Advisors first reported a position in SUSA in Q4 2020 and held it in 11 quarters. The position peaked at $7K in Q4 2021. 420 funds tracked by Wall St. Rank hold SUSA as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 52 iShares ESG Optimized MSCI USA ETF shares in Q3 2023, an estimated $4.87K.
Clearview Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $7K in Q4 2021.
420 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2023.

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