CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $103M | Sell |
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|
2025
Q2 | $106M | Sell |
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|
2025
Q1 | $109M | Sell |
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|
2024
Q4 | $157M | Sell |
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|
2024
Q3 | $178M | Buy |
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|
2024
Q2 | $165M | Sell |
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|
2024
Q1 | $171M | Buy |
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|
2023
Q4 | $156M | Buy |
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|
2023
Q3 | $142M | Buy |
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|
2023
Q2 | $148M | Sell |
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|
2023
Q1 | $150M | Sell |
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|
2022
Q4 | $140M | Sell |
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|
2022
Q3 | $125M | Buy |
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|
2022
Q2 | $132M | Buy |
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|
2022
Q1 | $151M | Buy |
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|
2021
Q4 | $126M | Buy |
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|
2021
Q3 | $122M | Buy |
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|
2021
Q2 | $118M | Buy |
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|
2021
Q1 | $112M | Sell |
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|
2020
Q4 | $112M | Sell |
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|
2020
Q3 | $98.8M | Sell |
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|
2020
Q2 | $97.3M | Buy |
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|
2019
Q4 | $113M | Buy |
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|
2019
Q3 | $98.8M | Buy |
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|
2019
Q2 | $88.4M | Buy |
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|
2019
Q1 | $82.5M | Buy |
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|
2018
Q4 | $66.4M | Sell |
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|
2018
Q3 | $78.8M | Buy |
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|
2018
Q2 | $72.2M | Buy |
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|
2018
Q1 | $73.4M | Buy |
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|
2017
Q4 | $70.3M | Buy |
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|
2017
Q3 | $66.8M | Buy |
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|
2017
Q2 | $62.9M | Buy |
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|
2017
Q1 | $59.7M | Buy |
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|
2016
Q4 | $54.5M | Buy |
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|
2016
Q3 | $50.1M | Buy |
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|
2016
Q2 | $44.6M | Buy |
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|
2016
Q1 | $44.4M | Buy |
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|
2015
Q4 | $33.5M | Buy |
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|
2015
Q3 | $22.2M | Buy |
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|
2015
Q2 | $10M | Buy |
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|
2015
Q1 | $1.45M | Buy |
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