Envestnet Asset Management’s Veridien Climate Action ETF CLIA Stock Holding History

Envestnet Asset Management’s Portfolio CLIA Stock Details CLIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-787,180	Closed	-$15M	–	4351
2024 Q2	$15M	Sell	787,180 -31,042	-4%	-$606K	0.01%	1296
2024 Q1	$15.8M	Buy	818,222 +16,442	+2%	+$306K	0.01%	1238
2023 Q4	$16.5M	Buy	801,780 +3,567	+0.4%	+$65.4K	0.01%	1148
2023 Q3	$15M	Buy	+798,213	New	+$16.6M	0.01%	1130

Envestnet Asset Management's CLIA Position: Q3 2024 in Review

Envestnet Asset Management sold out of Veridien Climate Action ETF (CLIA) in Q3 2024, closing a stake of 787,180 shares — an estimated $15M sold.

Envestnet Asset Management first reported a position in CLIA in Q3 2023 and held it in 4 quarters. The position peaked at $16.5M in Q4 2023. 0 funds tracked by Wall St. Rank hold CLIA as of Q3 2024.

Envestnet Asset Management reported no remaining Veridien Climate Action ETF position as of Q3 2024 after selling out during the quarter.
Envestnet Asset Management sold 787,180 Veridien Climate Action ETF shares in Q3 2024, an estimated $15M.
Envestnet Asset Management first reported a position in Veridien Climate Action ETF in Q3 2023 and held it in 4 quarters.
Envestnet Asset Management's Veridien Climate Action ETF position peaked at $16.5M in Q4 2023.
0 funds tracked by Wall St. Rank held Veridien Climate Action ETF as of Q3 2024.

Based on Envestnet Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.