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Ishares Core Msci Eafe Etf core msci eafe shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Core Msci Eafe Etf core msci eafe

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All positions including Ishares Core Msci Eafe Etf core msci eafe 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 Core Msci Eafe Etf core msci eafe by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $156M 2.2M 70.35
2023-09-30 $142M 2.2M 64.35
2023-06-30 $148M 2.2M 67.50
2023-03-31 $150M 2.2M 66.85
2022-12-31 $140M 2.3M 61.64
2022-09-30 $125M 2.4M 52.67
2022-06-30 $132M 2.2M 58.85
2022-03-31 $151M 2.2M 69.51
2021-12-31 $126M 1.7M 74.64
2021-09-30 $122M 1.6M 74.25
2021-06-30 $118M 1.6M 74.86
2021-03-31 $112M 1.6M 72.05
2020-12-31 $112M 1.6M 69.09
2020-09-30 $99M 1.6M 60.28
2020-06-30 $97M 1.7M 57.16
2019-12-31 $113M 1.7M 65.24
2019-09-30 $99M 1.6M 61.07
2019-06-30 $88M 1.4M 61.40
2019-03-31 $83M 1.4M 60.77
2018-12-31 $66M 1.2M 55.00
2018-09-30 $79M 1.2M 64.08
2018-06-30 $72M 1.1M 63.37
2018-03-31 $73M 1.1M 65.88
2017-12-31 $70M 1.1M 66.09
2017-09-30 $67M 1.0M 64.17
2017-06-30 $63M 1.0M 60.89
2017-03-31 $60M 1.0M 57.95
2016-12-31 $55M 1.0M 53.63
2016-09-30 $50M 909k 55.14
2016-06-30 $45M 859k 51.89
2016-03-31 $44M 836k 53.14
2015-12-31 $34M 616k 54.38
2015-09-30 $22M 421k 52.81
2015-06-30 $10M 172k 58.30
2015-03-31 $1.5M 25k 58.50

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 Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Tiaa Trust, National Association
Wells Fargo & Company
Goldman Sachs Group
Us Bancorp
Raymond James & Associates
UBS Group
Bank of New York Mellon
Jpmorgan Chase & Co
M^T Bank Corporation
Pnc Financial Services
Envestnet Portfolio Solutions
Betterment
Stifel Financial
State of New Jersey Common Pension Fund D

View all funds holding Ishares Core Msci Eafe Etf core msci eafe