Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI Philippines ETF EPHE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-138
Closed -$4K – 1874
2018
Q2 		$4K Buy
+138
New +$4.52K ﹤0.01% 1235

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GI
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NYLIM
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UBS Group
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Royal Bank of Canada
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Carson Wealth (CWM LLC)'s EPHE Position: Q3 2018 in Review

Carson Wealth (CWM LLC) sold out of iShares MSCI Philippines ETF (EPHE) in Q3 2018, closing a stake of 138 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in EPHE in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 60 funds tracked by Wall St. Rank hold EPHE as of Q3 2018.

  • Carson Wealth (CWM LLC) reported no remaining iShares MSCI Philippines ETF position as of Q3 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 138 iShares MSCI Philippines ETF shares in Q3 2018, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Philippines ETF in Q2 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s iShares MSCI Philippines ETF position peaked at $4K in Q2 2018.
  • 60 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q3 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2018, filed 29 Oct 2018.