Clearview Wealth Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,051	Closed	-$192K	–	626
2023 Q2	$192K	Sell	2,051 -111	-5%	-$10.1K	0.2%	114
2023 Q1	$200K	Sell	2,162 -259	-11%	-$24.4K	0.2%	117
2022 Q4	$221K	Sell	2,421 -211	-8%	-$19.3K	0.17%	91
2022 Q3	$216K	Sell	2,632 -403	-13%	-$37.4K	0.17%	81
2022 Q2	$275K	Sell	3,035 -12,464	-80%	-$1.23M	0.21%	73
2022 Q1	$1.62M	Sell	15,499 -7,293	-32%	-$779K	1.06%	19
2021 Q4	$2.5M	Sell	22,792 -3,827	-14%	-$403K	1.52%	15
2021 Q3	$2.68M	Sell	26,619 -1,197	-4%	-$124K	1.7%	12
2021 Q2	$2.92M	Buy	27,816 +472	+2%	+$49.8K	1.8%	10
2021 Q1	$2.8M	Sell	27,344 -155	-0.6%	-$14.9K	1.82%	11
2020 Q4	$2.39M	Buy	+27,499	New	+$2.24M	1.61%	13

Other funds holding VLUE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q3 2023, closing a stake of 2,051 shares — an estimated $192K sold.

Clearview Wealth Advisors first reported a position in VLUE in Q4 2020 and held it in 11 quarters. The position peaked at $2.92M in Q2 2021. 413 funds tracked by Wall St. Rank hold VLUE as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares MSCI USA Value Factor ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 2,051 iShares MSCI USA Value Factor ETF shares in Q3 2023, an estimated $192K.
Clearview Wealth Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares MSCI USA Value Factor ETF position peaked at $2.92M in Q2 2021.
413 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2023.

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