CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
20,424
-601
| -3% | -$32.4K | 0.02% | 155 |
|
|
2025
Q1 | $1.02M | Buy |
21,025
+3,458
| +20% | +$168K | 0.02% | 152 |
|
|
2024
Q4 | $797K | Buy |
17,567
+343
| +2% | +$15.6K | 0.02% | 156 |
|
|
2024
Q3 | $867K | Sell |
17,224
-2,640
| -13% | -$133K | 0.02% | 147 |
|
|
2024
Q2 | $896K | Buy |
19,864
+2,745
| +16% | +$124K | 0.02% | 139 |
|
|
2024
Q1 | $750K | Buy |
17,119
+691
| +4% | +$30.3K | 0.02% | 147 |
|
|
2023
Q4 | $722K | Buy |
16,428
+1,499
| +10% | +$65.9K | 0.02% | 152 |
|
|
2023
Q3 | $639K | Sell |
14,929
-748
| -5% | -$32K | 0.02% | 146 |
|
|
2023
Q2 | $702K | Buy |
15,677
+107
| +0.7% | +$4.79K | 0.02% | 144 |
|
|
2023
Q1 | $709K | Buy |
15,570
+1,468
| +10% | +$66.8K | 0.02% | 152 |
|
|
2022
Q4 | $601K | Sell |
14,102
-856
| -6% | -$36.5K | 0.02% | 157 |
|
|
2022
Q3 | $610K | Buy |
14,958
+1,203
| +9% | +$49.1K | 0.08% | 72 |
|
|
2022
Q2 | $653K | Buy |
13,755
+859
| +7% | +$40.8K | 0.03% | 152 |
|
|
2022
Q1 | $695K | Sell |
12,896
-154
| -1% | -$8.3K | 0.02% | 162 |
|
|
2021
Q4 | $751K | Buy |
13,050
+309
| +2% | +$17.8K | 0.03% | 139 |
|
|
2021
Q3 | $779K | Buy |
12,741
+1,989
| +18% | +$122K | 0.03% | 166 |
|
|
2021
Q2 | $707K | Buy |
+10,752
| New | +$707K | 0.03% | 186 |
|