CLA (CliftonLarsonAllen) Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,075
| Closed | -$976K | – | 196 |
|
|
2024
Q4 | $976K | Buy |
+10,075
| New | +$976K | 0.02% | 145 |
|
|
2023
Q4 | – | Sell |
-10,022
| Closed | -$865K | – | 185 |
|
|
2023
Q3 | $865K | Sell |
10,022
-2,011
| -17% | -$174K | 0.02% | 131 |
|
|
2023
Q2 | $1.15M | Sell |
12,033
-413
| -3% | -$39.4K | 0.03% | 121 |
|
|
2023
Q1 | $1.17M | Buy |
+12,446
| New | +$1.17M | 0.03% | 125 |
|
|
2021
Q4 | – | Sell |
-8,327
| Closed | -$887K | – | 206 |
|
|
2021
Q3 | $887K | Hold |
8,327
| – | – | 0.03% | 159 |
|
|
2021
Q2 | $893K | Buy |
+8,327
| New | +$893K | 0.04% | 163 |
|
|
2015
Q3 | – | Sell |
-3,606
| Closed | -$252K | – | 124 |
|
|
2015
Q2 | $252K | Buy |
+3,606
| New | +$252K | 0.05% | 141 |
|