CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.63M | Buy |
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|
2025
Q2 | $4.38M | Sell |
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|
2025
Q1 | $4.14M | Buy |
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|
2024
Q4 | $3.21M | Buy |
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|
2024
Q3 | $3.42M | Sell |
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|
2024
Q2 | $3.72M | Buy |
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|
2024
Q1 | $3.3M | Sell |
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|
2023
Q4 | $3.36M | Buy |
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|
2023
Q3 | $3.01M | Sell |
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|
2023
Q2 | $3.22M | Sell |
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|
2023
Q1 | $3.19M | Buy |
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|
2022
Q4 | $2.68M | Sell |
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|
2022
Q3 | $2.48M | Buy |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $2.91M | Buy |
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|
2021
Q4 | $2.81M | Buy |
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|
2021
Q3 | $2.71M | Buy |
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|
2021
Q2 | $2.31M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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