CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.67M | Sell |
80,013
-1,773
| -2% | -$192K | 0.15% | 66 |
|
|
2025
Q1 | $7.84M | Buy |
81,786
+10,201
| +14% | +$977K | 0.15% | 66 |
|
|
2024
Q4 | $7.38M | Buy |
71,585
+591
| +0.8% | +$60.9K | 0.14% | 62 |
|
|
2024
Q3 | $7.21M | Sell |
70,994
-11,598
| -14% | -$1.18M | 0.17% | 62 |
|
|
2024
Q2 | $8.05M | Buy |
82,592
+8,654
| +12% | +$843K | 0.17% | 55 |
|
|
2024
Q1 | $6.94M | Sell |
73,938
-9,599
| -11% | -$901K | 0.16% | 58 |
|
|
2023
Q4 | $7.05M | Buy |
83,537
+690
| +0.8% | +$58.2K | 0.18% | 60 |
|
|
2023
Q3 | $6.25M | Sell |
82,847
-2,154
| -3% | -$162K | 0.17% | 57 |
|
|
2023
Q2 | $6.58M | Sell |
85,001
-670
| -0.8% | -$51.9K | 0.18% | 57 |
|
|
2023
Q1 | $6.1M | Buy |
85,671
+9,223
| +12% | +$657K | 0.18% | 57 |
|
|
2022
Q4 | $5.07M | Sell |
76,448
-5,625
| -7% | -$373K | 0.19% | 62 |
|
|
2022
Q3 | $5.07M | Buy |
82,073
+4,773
| +6% | +$295K | 0.63% | 26 |
|
|
2022
Q2 | $5.13M | Sell |
77,300
-24,056
| -24% | -$1.6M | 0.21% | 56 |
|
|
2022
Q1 | $8.03M | Buy |
101,356
+3,306
| +3% | +$262K | 0.29% | 52 |
|
|
2021
Q4 | $8.27M | Sell |
98,050
-197
| -0.2% | -$16.6K | 0.3% | 50 |
|
|
2021
Q3 | $7.42M | Buy |
98,247
+12,557
| +15% | +$948K | 0.29% | 52 |
|
|
2021
Q2 | $6.44M | Buy |
85,690
+36,802
| +75% | +$2.76M | 0.26% | 53 |
|
|
2021
Q1 | $3.39M | Buy |
48,888
+34,766
| +246% | +$2.41M | 0.16% | 67 |
|
|
2020
Q4 | $917K | Buy |
+14,122
| New | +$917K | 0.05% | 122 |
|