Envestnet Asset Management’s ClearShares OCIO ETF OCIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $5.01M | Sell |
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|
2025
Q1 | $4.99M | Sell |
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|
2024
Q4 | $6.15M | Sell |
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|
2024
Q3 | $6.25M | Sell |
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|
2024
Q2 | $6.12M | Buy |
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|
2024
Q1 | $5.44M | Sell |
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|
2023
Q4 | $5.43M | Sell |
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|
2023
Q3 | $5.27M | Sell |
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|
2023
Q2 | $6.92M | Buy |
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|
2023
Q1 | $6.66M | Buy |
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|
2022
Q4 | $6.4M | Buy |
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|
2022
Q3 | $5.99M | Buy |
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|
2022
Q2 | $5.82M | Buy |
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|
2022
Q1 | $5.57M | Buy |
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|
2021
Q4 | $2.05M | Buy |
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