CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.32M | Buy |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $797K | Buy |
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|
2024
Q3 | $867K | Sell |
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|
2024
Q2 | $896K | Buy |
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|
2024
Q1 | $750K | Buy |
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|
2023
Q4 | $722K | Buy |
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|
2023
Q3 | $639K | Sell |
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|
2023
Q2 | $702K | Buy |
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|
2023
Q1 | $709K | Buy |
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|
2022
Q4 | $601K | Sell |
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|
2022
Q3 | $610K | Buy |
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|
2022
Q2 | $653K | Buy |
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|
2022
Q1 | $695K | Sell |
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|
2021
Q4 | $751K | Buy |
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|
2021
Q3 | $779K | Buy |
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|
2021
Q2 | $707K | Buy |
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