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CliftonLarsonAllen Wealth Advisors »

iShares MSCI EAFE Growth Index shares owned by CliftonLarsonAllen Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Growth Index 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 Growth Index by CliftonLarsonAllen Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$976k	10k	96.83
2023-09-30	$865k	10k	86.30
2023-06-30	$1.1M	12k	95.41
2023-03-31	$1.2M	12k	93.68
2021-09-30	$887k	8.3k	106.52
2021-06-30	$893k	8.3k	107.24
2015-06-30	$252k	3.6k	69.88

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Spdr Series Trust State Street Spd (SPAB)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Spdr Series Trust State Street Spd (SPIB)

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

Spdr Series Trust State Street Spd (SPSM)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Proshares Tr S&p 500 Dv Arist (NOBL)

Ishares Tr S&p 500 Grwt Etf (IVW)

Spdr Series Trust State Street Spd (SPYG)

Ishares Tr Mbs Etf (MBB)

Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management

Jones Financial Companies, L.L

Jpmorgan Chase & Co

LPL Financial

Us Bancorp

Wells Fargo & Company

Pnc Financial Services

UBS Group

Cetera Investment Advisers

Charles Schwab Investment Management

Tiaa Trust, National Association

View all funds holding iShares MSCI EAFE Growth Index

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