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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,530	Closed	-$363K	–	175
2023 Q1	$363K	Sell	11,530 -454	-4%	-$14.4K	0.01%	177
2022 Q4	$360K	Sell	11,984 -11,690	-49%	-$343K	0.01%	178
2022 Q3	$655K	Sell	23,674 -11,294	-32%	-$352K	0.08%	69
2022 Q2	$1.13M	Sell	34,968 -34,222	-49%	-$1.16M	0.05%	127
2022 Q1	$2.54M	Buy	69,190 +5,306	+8%	+$204K	0.09%	92
2021 Q4	$2.54M	Buy	63,884 +4,617	+8%	+$190K	0.09%	92
2021 Q3	$2.46M	Sell	59,267 -38,008	-39%	-$1.62M	0.1%	90
2021 Q2	$4.39M	Buy	97,275 +11,950	+14%	+$529K	0.18%	65
2021 Q1	$3.69M	Sell	85,325 -16,134	-16%	-$718K	0.17%	65
2020 Q4	$4.26M	Buy	+101,459	New	+$3.96M	0.21%	59

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's ESGE Position: Q2 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2023, closing a stake of 11,530 shares — an estimated $363K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ESGE in Q4 2020 and held it in 10 quarters. The position peaked at $4.39M in Q2 2021. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 11,530 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $363K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 10 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $4.39M in Q2 2021.
502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.