CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39.4M | Sell |
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|
2025
Q2 | $37.5M | Sell |
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|
2025
Q1 | $35.1M | Sell |
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|
2024
Q4 | $33.9M | Buy |
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|
2024
Q3 | $36.7M | Sell |
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|
2024
Q2 | $34.2M | Buy |
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|
2024
Q1 | $33.6M | Buy |
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|
2023
Q4 | $30M | Buy |
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|
2023
Q3 | $27.3M | Buy |
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|
2023
Q2 | $27.4M | Sell |
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|
2023
Q1 | $27M | Sell |
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|
2022
Q4 | $27.7M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $27.4M | Buy |
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|
2022
Q1 | $28.8M | Buy |
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|
2021
Q4 | $26.3M | Buy |
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|
2021
Q3 | $25M | Buy |
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|
2021
Q2 | $24.4M | Sell |
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|
2021
Q1 | $24.7M | Sell |
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|
2020
Q4 | $24.9M | Sell |
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|
2020
Q3 | $21.7M | Buy |
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|
2020
Q2 | $20M | Buy |
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|
2019
Q4 | $19.6M | Buy |
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|
2019
Q3 | $17.1M | Buy |
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|
2019
Q2 | $14.3M | Buy |
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|
2019
Q1 | $13.4M | Buy |
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|
2018
Q4 | $10.7M | Sell |
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|
2018
Q3 | $12.6M | Buy |
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|
2018
Q2 | $11.6M | Buy |
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|
2018
Q1 | $11.7M | Buy |
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