CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Sell |
158,301
-1,729
| -1% | -$82.2K | 0.13% | 69 |
|
|
2025
Q1 | $7.6M | Buy |
160,030
+91,429
| +133% | +$4.34M | 0.14% | 67 |
|
|
2024
Q4 | $3.19M | Buy |
68,601
+661
| +1% | +$30.7K | 0.06% | 87 |
|
|
2024
Q3 | $3.3M | Sell |
67,940
-12,659
| -16% | -$615K | 0.08% | 81 |
|
|
2024
Q2 | $3.76M | Buy |
80,599
+4,411
| +6% | +$206K | 0.08% | 76 |
|
|
2024
Q1 | $3.59M | Buy |
76,188
+901
| +1% | +$42.4K | 0.08% | 75 |
|
|
2023
Q4 | $3.59M | Buy |
75,287
+8,226
| +12% | +$393K | 0.09% | 77 |
|
|
2023
Q3 | $3.04M | Sell |
67,061
-2,507
| -4% | -$114K | 0.09% | 74 |
|
|
2023
Q2 | $3.28M | Buy |
69,568
+911
| +1% | +$43K | 0.09% | 73 |
|
|
2023
Q1 | $3.3M | Buy |
68,657
+6,553
| +11% | +$315K | 0.1% | 72 |
|
|
2022
Q4 | $2.9M | Sell |
62,104
-1,007
| -2% | -$47.1K | 0.11% | 84 |
|
|
2022
Q3 | $2.93M | Buy |
63,111
+8,246
| +15% | +$383K | 0.36% | 29 |
|
|
2022
Q2 | $2.69M | Sell |
54,865
-1,807
| -3% | -$88.4K | 0.11% | 74 |
|
|
2022
Q1 | $2.93M | Buy |
56,672
+6,958
| +14% | +$359K | 0.1% | 80 |
|
|
2021
Q4 | $2.74M | Buy |
49,714
+4,688
| +10% | +$259K | 0.1% | 88 |
|
|
2021
Q3 | $2.48M | Buy |
45,026
+9,797
| +28% | +$540K | 0.1% | 88 |
|
|
2021
Q2 | $1.95M | Sell |
35,229
-10,997
| -24% | -$608K | 0.08% | 103 |
|
|
2021
Q1 | $2.53M | Buy |
46,226
+34,137
| +282% | +$1.87M | 0.12% | 83 |
|
|
2020
Q4 | $684K | Buy |
+12,089
| New | +$684K | 0.03% | 134 |
|