CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Sell |
49,116
-1,558
| -3% | -$139K | 0.07% | 92 |
|
|
2025
Q1 | $4.14M | Buy |
50,674
+8,480
| +20% | +$693K | 0.08% | 85 |
|
|
2024
Q4 | $3.21M | Buy |
42,194
+1,588
| +4% | +$121K | 0.06% | 86 |
|
|
2024
Q3 | $3.42M | Sell |
40,606
-6,640
| -14% | -$559K | 0.08% | 80 |
|
|
2024
Q2 | $3.72M | Buy |
47,246
+5,988
| +15% | +$472K | 0.08% | 77 |
|
|
2024
Q1 | $3.3M | Sell |
41,258
-3,210
| -7% | -$257K | 0.08% | 77 |
|
|
2023
Q4 | $3.36M | Buy |
44,468
+962
| +2% | +$72.7K | 0.08% | 79 |
|
|
2023
Q3 | $3.01M | Sell |
43,506
-611
| -1% | -$42.2K | 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% | +$262K | 0.09% | 73 |
|
|
2022
Q4 | $2.68M | Sell |
40,719
-3,451
| -8% | -$227K | 0.1% | 87 |
|
|
2022
Q3 | $2.48M | Buy |
44,170
+4,061
| +10% | +$228K | 0.31% | 37 |
|
|
2022
Q2 | $2.52M | Buy |
40,109
+649
| +2% | +$40.7K | 0.1% | 79 |
|
|
2022
Q1 | $2.91M | Buy |
39,460
+4,156
| +12% | +$306K | 0.1% | 81 |
|
|
2021
Q4 | $2.81M | Buy |
35,304
+745
| +2% | +$59.2K | 0.1% | 84 |
|
|
2021
Q3 | $2.71M | Buy |
34,559
+5,398
| +19% | +$423K | 0.11% | 83 |
|
|
2021
Q2 | $2.31M | Buy |
29,161
+12,692
| +77% | +$1M | 0.09% | 92 |
|
|
2021
Q1 | $1.25M | Buy |
+16,469
| New | +$1.25M | 0.06% | 115 |
|