CLA (CliftonLarsonAllen) Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Sell |
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2025
Q2 | $1M | Sell |
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2025
Q1 | $977K | Sell |
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|
2024
Q4 | $920K | Buy |
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|
2024
Q3 | $807K | Sell |
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|
2024
Q2 | $788K | Sell |
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|
2024
Q1 | $810K | Sell |
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|
2023
Q4 | $908K | Buy |
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|
2023
Q3 | $755K | Sell |
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|
2023
Q2 | $938K | Sell |
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|
2023
Q1 | $978K | Buy |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $621K | Sell |
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|
2022
Q1 | $752K | Buy |
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|
2021
Q4 | $726K | Buy |
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|
2021
Q3 | $723K | Hold |
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|
2021
Q2 | $736K | Hold |
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|
2021
Q1 | $725K | Sell |
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|
2020
Q4 | $690K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $795K | Sell |
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|
2015
Q3 | $1.52M | Buy |
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|
2015
Q2 | $255K | Buy |
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