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

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,075	Closed	-$976K	–	196
2024 Q4	$976K	Buy	+10,075	New	+$1.02M	0.02%	145
2023 Q4	–	Sell	-10,022	Closed	-$865K	–	185
2023 Q3	$865K	Sell	10,022 -2,011	-17%	-$185K	0.02%	131
2023 Q2	$1.15M	Sell	12,033 -413	-3%	-$39.3K	0.03%	121
2023 Q1	$1.17M	Buy	+12,446	New	+$1.12M	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	+$885K	0.04%	163
2015 Q3	–	Sell	-3,606	Closed	-$252K	–	124
2015 Q2	$252K	Buy	+3,606	New	+$262K	0.05%	141

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's EFG Position: Q1 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 10,075 shares — an estimated $976K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in EFG in Q2 2015 and held it in 7 quarters. The position peaked at $1.17M in Q1 2023. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 10,075 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $976K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2015 and held it in 7 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.17M in Q1 2023.
964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.