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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.89M Buy
57,267
+5,079
+10% +$516K 0.08% 94
2026
Q1 		$4.99M Buy
52,188
+93
+0.2% +$9.2K 0.07% 94
2025
Q4 		$4.95M Buy
52,095
+2,246
+5% +$212K 0.07% 91
2025
Q3 		$4.63M Buy
49,849
+733
+1% +$66.3K 0.07% 90
2025
Q2 		$4.38M Sell
49,116
-1,558
-3% -$133K 0.07% 92
2025
Q1 		$4.14M Buy
50,674
+8,480
+20% +$684K 0.08% 85
2024
Q4 		$3.21M Buy
42,194
+1,588
+4% +$126K 0.06% 86
2024
Q3 		$3.42M Sell
40,606
-6,640
-14% -$537K 0.08% 80
2024
Q2 		$3.72M Buy
47,246
+5,988
+15% +$476K 0.08% 77
2024
Q1 		$3.3M Sell
41,258
-3,210
-7% -$246K 0.08% 77
2023
Q4 		$3.36M Buy
44,468
+962
+2% +$68.1K 0.08% 79
2023
Q3 		$3.01M Sell
43,506
-611
-1% -$44K 0.08% 75
2023
Q2 		$3.22M Sell
44,117
-255
-0.6% -$18.6K 0.09% 74
2023
Q1 		$3.19M Buy
44,372
+3,653
+9% +$256K 0.09% 73
2022
Q4 		$2.68M Sell
40,719
-3,451
-8% -$217K 0.1% 87
2022
Q3 		$2.48M Buy
44,170
+4,061
+10% +$255K 0.31% 37
2022
Q2 		$2.52M Buy
40,109
+649
+2% +$44.3K 0.1% 79
2022
Q1 		$2.91M Buy
39,460
+4,156
+12% +$313K 0.1% 81
2021
Q4 		$2.81M Buy
35,304
+745
+2% +$59.3K 0.1% 84
2021
Q3 		$2.71M Buy
34,559
+5,398
+19% +$433K 0.11% 83
2021
Q2 		$2.31M Buy
29,161
+12,692
+77% +$1.01M 0.09% 92
2021
Q1 		$1.25M Buy
+16,469
New +$1.24M 0.06% 115

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's ESGD Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9.7% in Q2 2026, buying an estimated $516K and bringing the position to 57,267 shares worth $5.89M. The position accounts for 0.08% of the portfolio, ranked #94.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ESGD in Q1 2021 and has held it in 22 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 57,267 shares of iShares ESG Aware MSCI EAFE ETF worth $5.89M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 5,079 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $516K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.08% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.