Clearview Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-561	Closed	-$20.2K	–	613
2023 Q2	$20.2K	Sell	561 -8	-1%	-$270	0.02%	278
2023 Q1	$18.8K	Buy	569 +11	+2%	+$354	0.02%	286
2022 Q4	$17.1K	Sell	558 -796	-59%	-$24.1K	0.01%	270
2022 Q3	$38K	Buy	1,354 +242	+22%	+$7.57K	0.03%	192
2022 Q2	$33K	Sell	1,112 -231	-17%	-$7.45K	0.02%	227
2022 Q1	$48K	Buy	1,343 +1,168	+667%	+$41.7K	0.03%	202
2021 Q4	$7K	Buy	175 +93	+113%	+$3.57K	﹤0.01%	463
2021 Q3	$3K	Buy	+82	New	+$3.05K	﹤0.01%	562

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2023, closing a stake of 561 shares — an estimated $20.2K sold.

Clearview Wealth Advisors first reported a position in USXF in Q3 2021 and held it in 8 quarters. The position peaked at $48K in Q1 2022. 169 funds tracked by Wall St. Rank hold USXF as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 561 iShares ESG Advanced MSCI USA ETF shares in Q3 2023, an estimated $20.2K.
Clearview Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and held it in 8 quarters.
Clearview Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $48K in Q1 2022.
169 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2023.

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