Ishares Tr esg msci le shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr esg msci le (SUSL) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Tr esg msci le
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Quarterly reported holdings in Ishares Tr esg msci le by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.4M | 72k | 103.04 |
| 2024-09-30 | $7.2M | 71k | 101.52 |
| 2024-06-30 | $8.0M | 83k | 97.43 |
| 2024-03-31 | $6.9M | 74k | 93.85 |
| 2023-12-31 | $7.0M | 84k | 84.38 |
| 2023-09-30 | $6.2M | 83k | 75.41 |
| 2023-06-30 | $6.6M | 85k | 77.42 |
| 2023-03-31 | $6.1M | 86k | 71.26 |
| 2022-12-31 | $5.1M | 76k | 66.31 |
| 2022-09-30 | $5.1M | 82k | 61.76 |
| 2022-06-30 | $5.1M | 77k | 66.39 |
| 2022-03-31 | $8.0M | 101k | 79.19 |
| 2021-12-31 | $8.3M | 98k | 84.37 |
| 2021-09-30 | $7.4M | 98k | 75.50 |
| 2021-06-30 | $6.4M | 86k | 75.10 |
| 2021-03-31 | $3.4M | 49k | 69.28 |
| 2020-12-31 | $917k | 14k | 64.93 |
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