CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.8M | Sell |
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2025
Q2 | $41.6M | Sell |
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|
2025
Q1 | $42.4M | Sell |
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|
2024
Q4 | $45.6M | Sell |
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|
2024
Q3 | $51.2M | Buy |
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|
2024
Q2 | $47.6M | Sell |
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|
2024
Q1 | $46M | Buy |
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|
2023
Q4 | $42.5M | Buy |
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|
2023
Q3 | $39.7M | Buy |
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|
2023
Q2 | $41.1M | Buy |
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|
2023
Q1 | $40.1M | Buy |
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|
2022
Q4 | $37.9M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $38.7M | Buy |
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|
2022
Q1 | $42.1M | Buy |
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|
2021
Q4 | $39.5M | Buy |
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|
2021
Q3 | $40.1M | Buy |
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|
2021
Q2 | $41.6M | Buy |
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|
2021
Q1 | $38.9M | Sell |
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|
2020
Q4 | $39.9M | Sell |
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|
2020
Q3 | $34.6M | Sell |
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|
2020
Q2 | $32.5M | Buy |
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|
2019
Q4 | $37.2M | Buy |
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|
2019
Q3 | $31.7M | Buy |
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|
2019
Q2 | $30.3M | Buy |
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|
2019
Q1 | $28.9M | Buy |
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|
2018
Q4 | $24.6M | Buy |
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|
2018
Q3 | $26.7M | Buy |
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|
2018
Q2 | $25.6M | Buy |
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|
2018
Q1 | $27.8M | Buy |
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|
2017
Q4 | $26.4M | Sell |
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|
2017
Q3 | $25.5M | Sell |
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|
2017
Q2 | $23.8M | Sell |
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|
2017
Q1 | $22.8M | Sell |
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|
2016
Q4 | $20.5M | Buy |
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|
2016
Q3 | $20.9M | Buy |
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|
2016
Q2 | $17.9M | Buy |
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|
2016
Q1 | $17.3M | Buy |
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|
2015
Q4 | $12.7M | Buy |
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|
2015
Q3 | $9.65M | Buy |
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|
2015
Q2 | $5.46M | Buy |
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