CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.48M | Buy |
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|
2025
Q2 | $8.67M | Sell |
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|
2025
Q1 | $7.84M | Buy |
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|
2024
Q4 | $7.38M | Buy |
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|
2024
Q3 | $7.21M | Sell |
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|
2024
Q2 | $8.05M | Buy |
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|
2024
Q1 | $6.94M | Sell |
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|
2023
Q4 | $7.05M | Buy |
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|
2023
Q3 | $6.25M | Sell |
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|
2023
Q2 | $6.58M | Sell |
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|
2023
Q1 | $6.1M | Buy |
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|
2022
Q4 | $5.07M | Sell |
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|
2022
Q3 | $5.07M | Buy |
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|
2022
Q2 | $5.13M | Sell |
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|
2022
Q1 | $8.03M | Buy |
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|
2021
Q4 | $8.27M | Sell |
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|
2021
Q3 | $7.42M | Buy |
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|
2021
Q2 | $6.43M | Buy |
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|
2021
Q1 | $3.39M | Buy |
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|
2020
Q4 | $917K | Buy |
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