Clearview Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-263	Closed	-$5.98K	–	566
2023 Q2	$5.98K	Sell	263 -345	-57%	-$7.86K	0.01%	408
2023 Q1	$14K	Buy	608 +234	+63%	+$5.34K	0.01%	318
2022 Q4	$8.34K	Sell	374 -991	-73%	-$21.9K	0.01%	353
2022 Q3	$30K	Buy	1,365 +114	+9%	+$2.64K	0.02%	210
2022 Q2	$29K	Buy	1,251 +417	+50%	+$9.88K	0.02%	238
2022 Q1	$21K	Buy	+834	New	+$21.6K	0.01%	297
2021 Q3	–	Sell	-49	Closed	-$1K	–	694
2021 Q2	$1K	Sell	49 -241	-83%	-$6.58K	﹤0.01%	624
2021 Q1	$8K	Hold	290	–	–	0.01%	443
2020 Q4	$8K	Buy	+290	New	+$8.12K	0.01%	407

Other funds holding SUSC

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2023, closing a stake of 263 shares — an estimated $5.98K sold.

Clearview Wealth Advisors first reported a position in SUSC in Q4 2020 and held it in 9 quarters. The position peaked at $30K in Q3 2022. 203 funds tracked by Wall St. Rank hold SUSC as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 263 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2023, an estimated $5.98K.
Clearview Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Clearview Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $30K in Q3 2022.
203 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2023.

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