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Steward Financial Group’s ClearShares OCIO ETF OCIO Stock Holding History

Steward Financial Group’s Portfolio OCIO Stock Details OCIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,032
Closed -$28K – 858
2022
Q4 		$28K Buy
+1,032
New +$29.3K 0.01% 100

Other funds holding OCIO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CT
Colonial Trust Spartanburg, South Carolina $790M AUM 27.21% 1-Year Est. Return

Steward Financial Group's OCIO Position: Q1 2023 in Review

Steward Financial Group sold out of ClearShares OCIO ETF (OCIO) in Q1 2023, closing a stake of 1,032 shares — an estimated $28K sold.

Steward Financial Group first reported a position in OCIO in Q4 2022 and held it in 1 quarter. The position peaked at $28K in Q4 2022. 9 funds tracked by Wall St. Rank hold OCIO as of Q1 2023.

  • Steward Financial Group reported no remaining ClearShares OCIO ETF position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 1,032 ClearShares OCIO ETF shares in Q1 2023, an estimated $28K.
  • Steward Financial Group first reported a position in ClearShares OCIO ETF in Q4 2022 and held it in 1 quarter.
  • Steward Financial Group's ClearShares OCIO ETF position peaked at $28K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held ClearShares OCIO ETF as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.