CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.51M | Buy |
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|
2025
Q2 | $1.37M | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $885K | Sell |
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|
2023
Q2 | $948K | Sell |
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|
2023
Q1 | $931K | Buy |
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|
2022
Q4 | $862K | Sell |
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|
2022
Q3 | $825K | Buy |
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|
2022
Q2 | $802K | Buy |
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|
2022
Q1 | $897K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $924K | Buy |
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|
2021
Q1 | $508K | Buy |
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