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Clearview Wealth Advisors LLC Last Quarter Change: USA ETF, Reduced

Clearview Wealth Advisors LLC quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Clearview Wealth Advisors LLC opened 5 positions, added to 29, reduced 20, sold out of 4 and left 1 unchanged. The largest increase in value was SPYM (+$6,502,892); the largest decrease was SPYM (-$6,272,382).

  • QUAL: Country of operation —; Class MSCI USA QLT FCT; Shares 2025-09-30 17,193; Shares 2025-12-31 8,935.
  • EFV: Country of operation —; Class EAFE VALUE ETF; Shares 2025-09-30 38,277; Shares 2025-12-31 27,936.
  • IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2025-09-30 26,503; Shares 2025-12-31 22,366.
  • SCHD: Country of operation —; Class US DIVIDEND EQ; Shares 2025-09-30 34,796; Shares 2025-12-31 26,527.

Two Form 13F-HR filings compared (SEC CIK 1840306): 2025-09-30 (filed 2025-10-24) and 2025-12-31 (filed 2026-02-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2025-09-30Shares 2025-12-31Share changeValue 2025-09-30Value 2025-12-31Value change
QUAL
ISHARES TR
MSCI USA QLT FCT17,1938,935-8,258$3,343,957$1,774,638-$1,569,319
EFV
ISHARES TR
EAFE VALUE ETF38,27727,936-10,341$2,596,301$1,994,907-$601,394
IEMG
ISHARES INC
CORE MSCI EMKT26,50322,366-4,137$1,747,064$1,503,452-$243,612
SCHD
SCHWAB STRATEGIC TR
US DIVIDEND EQ34,79626,527-8,269$949,942$727,635-$222,307
CGXU
CAPITAL GROUP INTL FOCUS EQT
SHS CREATION UNI170,287166,732-3,555$5,043,897$4,926,937-$116,960
SCHX
SCHWAB STRATEGIC TR
US LRG CAP ETF212,871212,105-766$5,607,033$5,707,738+$100,705
FNDF
SCHWAB STRATEGIC TR
FUNDAMENTAL INTL46,07545,634-441$1,979,386$2,063,112+$83,726
SCHF
SCHWAB STRATEGIC TR
INTL EQTY ETF157,719155,890-1,829$3,671,710$3,747,585+$75,875
CGDV
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI275,955267,294-8,661$11,598,407$11,664,690+$66,283
SCHG
SCHWAB STRATEGIC TR
US LCAP GR ETF100,709100,351-358$3,213,624$3,273,442+$59,818
SPLV
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL3,7543,106-648$275,837$221,862-$53,975
SCHH
SCHWAB STRATEGIC TR
US REIT ETF58,35858,227-131$1,258,789$1,216,354-$42,435
AGG
ISHARES TR
CORE US AGGBD ET2,9312,554-377$293,833$255,094-$38,739
USMV
ISHARES TR
MSCI USA MIN VOL2,7572,421-336$262,333$227,967-$34,366
SCHE
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF21,06420,830-234$702,890$682,188-$20,702
FNDE
SCHWAB STRATEGIC TR
FUNDAMENTAL EMER12,94712,421-526$468,162$447,897-$20,265
IVW
ISHARES TR
S&P 500 GRWT ETF23,53123,194-337$2,840,644$2,858,924+$18,280
IVV
ISHARES TR
CORE S&P500 ETF1,1461,145-1$767,178$784,161+$16,983
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS3,1883,109-79$1,952,267$1,949,747-$2,520
ESGV
VANGUARD WORLD FD
ESG US STK ETF8,9468,758-188$1,059,564$1,059,368-$196

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