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

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,456
Closed -$1.12M – 181
2023
Q2 		$1.12M Sell
11,456
-2,724
-19% -$252K 0.03% 122
2023
Q1 		$1.28M Buy
+14,180
New +$1.25M 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 +$517K 0.02% 220

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's ESGU Position: Q3 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2023, closing a stake of 11,456 shares — an estimated $1.12M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ESGU in Q2 2021 and held it in 4 quarters. The position peaked at $1.28M in Q1 2023. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 11,456 iShares ESG Aware MSCI USA ETF shares in Q3 2023, an estimated $1.12M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and held it in 4 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.28M in Q1 2023.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.