CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Buy |
11,334
+34
| +0.3% | +$2.25K | 0.01% | 172 |
|
|
2025
Q1 | $680K | Buy |
+11,300
| New | +$680K | 0.01% | 166 |
|
|
2021
Q4 | – | Sell |
-9,043
| Closed | -$507K | – | 223 |
|
|
2021
Q3 | $507K | Hold |
9,043
| – | – | 0.02% | 223 |
|
|
2021
Q2 | $518K | Buy |
+9,043
| New | +$518K | 0.02% | 226 |
|