CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,456
| Closed | -$1.12M | – | 181 |
|
|
2023
Q2 | $1.12M | Sell |
11,456
-2,724
| -19% | -$265K | 0.03% | 122 |
|
|
2023
Q1 | $1.28M | Buy |
+14,180
| New | +$1.28M | 0.04% | 121 |
|
|
2021
Q4 | – | Sell |
-5,400
| Closed | -$532K | – | 208 |
|
|
2021
Q3 | $532K | Hold |
5,400
| – | – | 0.02% | 214 |
|
|
2021
Q2 | $532K | Buy |
+5,400
| New | +$532K | 0.02% | 220 |
|