CLA (CliftonLarsonAllen) Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$976K Buy
2023
Q4
Sell
2023
Q3
$865K Sell
2023
Q2
$1.15M Sell
2023
Q1
$1.17M Buy
2021
Q4
Sell
2021
Q3
$887K Hold
2021
Q2
$893K Buy
2015
Q3
Sell
2015
Q2
$252K Buy