Clearview Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-400	Closed	-$9.56K	–	567
2023 Q2	$9.56K	Sell	400 -6	-1%	-$144	0.01%	370
2023 Q1	$9.77K	Sell	406 -20	-5%	-$479	0.01%	374
2022 Q4	$10.1K	Sell	426 -313	-42%	-$7.39K	0.01%	329
2022 Q3	$17K	Sell	739 -200	-21%	-$4.81K	0.01%	279
2022 Q2	$23K	Sell	939 -2,191	-70%	-$53.1K	0.02%	266
2022 Q1	$77K	Sell	3,130 -18,599	-86%	-$467K	0.05%	166
2021 Q4	$557K	Sell	21,729 -9,078	-29%	-$234K	0.34%	65
2021 Q3	$800K	Buy	30,807 +4,681	+18%	+$122K	0.51%	42
2021 Q2	$680K	Buy	26,126 +22,737	+671%	+$592K	0.42%	54
2021 Q1	$88K	Buy	3,389 +3,270	+2,748%	+$85.3K	0.06%	173
2020 Q4	$3K	Buy	+119	New	+$3.11K	﹤0.01%	491

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2023, closing a stake of 400 shares — an estimated $9.56K sold.

Clearview Wealth Advisors first reported a position in SUSB in Q4 2020 and held it in 11 quarters. The position peaked at $800K in Q3 2021. 246 funds tracked by Wall St. Rank hold SUSB as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 400 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2023, an estimated $9.56K.
Clearview Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $800K in Q3 2021.
246 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2023.

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