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iShares MSCI EAFE Index Fund shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares MSCI EAFE Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Index Fund held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Index Fund by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 34k 75.35
2023-09-30 $2.3M 34k 68.92
2023-06-30 $2.5M 35k 72.50
2023-03-31 $2.5M 35k 71.52
2022-12-31 $2.3M 36k 65.64
2022-06-30 $2.4M 39k 62.48
2022-03-31 $4.0M 55k 73.61
2021-12-31 $4.2M 54k 78.67
2021-09-30 $1.2M 15k 78.01
2021-06-30 $4.3M 55k 78.87
2021-03-31 $4.4M 58k 75.86
2020-12-31 $4.4M 60k 72.96
2020-09-30 $3.7M 58k 63.66
2020-06-30 $3.8M 63k 60.86
2019-12-31 $4.7M 67k 69.44
2019-09-30 $4.9M 75k 65.21
2019-06-30 $5.0M 76k 65.73
2019-03-31 $4.0M 61k 64.85
2018-12-31 $3.6M 61k 58.78
2018-09-30 $4.1M 60k 68.00
2018-06-30 $4.2M 63k 66.98
2018-03-31 $4.3M 61k 69.68
2017-12-31 $4.4M 63k 70.31
2017-09-30 $5.0M 74k 68.48
2017-06-30 $4.8M 74k 65.21
2017-03-31 $4.7M 75k 62.29
2016-12-31 $4.3M 75k 57.72
2016-09-30 $5.0M 85k 59.12
2016-06-30 $4.8M 85k 55.82
2016-03-31 $4.4M 77k 57.16
2015-12-31 $4.6M 79k 58.72
2015-09-30 $3.5M 61k 57.31
2015-06-30 $4.6M 72k 63.49
2015-03-31 $8.4M 131k 64.17
2014-12-31 $5.2M 86k 60.84
2014-09-30 $5.2M 81k 64.12
2014-06-30 $5.7M 83k 68.37
2014-03-31 $5.5M 81k 67.20
2013-12-31 $5.1M 76k 67.09
2013-09-30 $4.7M 74k 63.80

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares MSCI EAFE Index Fund

Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Squarepoint Ops
Citigroup
Barclays
Jane Street
Citadel Advisors
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Bank of New York Mellon
TD Asset Management

View all funds holding iShares MSCI EAFE Index Fund