Carson Wealth (CWM LLC)’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.5M | Buy |
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|
2025
Q2 | $15.4M | Buy |
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|
2025
Q1 | $13.1M | Buy |
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|
2024
Q4 | $4.4M | Buy |
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|
2024
Q3 | $3.84M | Sell |
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|
2024
Q2 | $3.61M | Buy |
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|
2024
Q1 | $3.62M | Buy |
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|
2023
Q4 | $3.18M | Buy |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q2 | $1.18M | Hold |
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|
2021
Q1 | $1.18M | Hold |
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|
2020
Q4 | $1.18M | Hold |
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|
2020
Q3 | $1.18M | Hold |
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|
2020
Q2 | $1.18M | Hold |
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|
2020
Q1 | $1.18M | Hold |
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|
2019
Q4 | $1.18M | Hold |
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|
2019
Q3 | $1.18M | Hold |
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|
2019
Q2 | $1.18M | Hold |
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|
2019
Q1 | $1.18M | Sell |
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|
2018
Q4 | $1.64M | Buy |
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|
2018
Q3 | $809K | Buy |
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|
2018
Q2 | $529K | Buy |
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|
2018
Q1 | $287K | Sell |
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|
2017
Q4 | $2.1M | Sell |
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|
2017
Q3 | $2.29M | Sell |
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|
2017
Q2 | $2.3M | Buy |
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|
2017
Q1 | $501K | Buy |
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|
2016
Q4 | $299K | Sell |
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|
2016
Q3 | $471K | Sell |
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|
2016
Q2 | $486K | Sell |
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|
2016
Q1 | $741K | Sell |
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|
2015
Q4 | $983K | Sell |
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|
2015
Q3 | $1.41M | Buy |
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|
2015
Q2 | $1.1M | Buy |
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|
2015
Q1 | $1.02M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $263K | Buy |
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|
2014
Q2 | $214K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.71M | Sell |
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|
2013
Q3 | $2.65M | Buy |
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