Carson Wealth (CWM LLC)
EUFN icon

Carson Wealth (CWM LLC)’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EUFN Stock Details EUFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$127K Sell
3,642
-213
-6% -$7.79K ﹤0.01% 3073
2025
Q4 		$143K Buy
3,855
+764
+25% +$26.5K ﹤0.01% 2814
2025
Q3 		$106K Buy
3,091
+1,650
+115% +$54.8K ﹤0.01% 2939
2025
Q2 		$46K Sell
1,441
-620
-30% -$18.7K ﹤0.01% 3344
2025
Q1 		$59K Buy
2,061
+793
+63% +$21K ﹤0.01% 2834
2024
Q4 		$30K Sell
1,268
-285
-18% -$6.82K ﹤0.01% 3169
2024
Q3 		$38K Buy
1,553
+377
+32% +$8.82K ﹤0.01% 2902
2024
Q2 		$26K Hold
1,176
– – ﹤0.01% 2941
2024
Q1 		$27K Buy
1,176
+204
+21% +$4.31K ﹤0.01% 2703
2023
Q4 		$20K Sell
972
-371
-28% -$7.24K ﹤0.01% 2771
2023
Q3 		$25K Buy
1,343
+1,079
+409% +$20.9K ﹤0.01% 2521
2023
Q2 		$5K Buy
264
+198
+300% +$3.81K ﹤0.01% 3431
2023
Q1 		$1K Hold
66
– – ﹤0.01% 3818
2022
Q4 		$1K Hold
66
– – ﹤0.01% 3740
2022
Q3 		$1K Hold
66
– – ﹤0.01% 3643
2022
Q2 		$1K Buy
+66
New +$1.15K ﹤0.01% 3535
2022
Q1 		– Sell
-104
Closed -$2K – 3612
2021
Q4 		$2K Buy
+104
New +$2.11K ﹤0.01% 3112
2021
Q2 		$10K Hold
535
– – ﹤0.01% 2096
2021
Q1 		$10K Hold
535
– – ﹤0.01% 2096
2020
Q4 		$10K Hold
535
– – ﹤0.01% 2096
2020
Q3 		$10K Hold
535
– – ﹤0.01% 2096
2020
Q2 		$10K Hold
535
– – ﹤0.01% 2096
2020
Q1 		$10K Hold
535
– – ﹤0.01% 2096
2019
Q4 		$10K Hold
535
– – ﹤0.01% 2096
2019
Q3 		$10K Hold
535
– – ﹤0.01% 2096
2019
Q2 		$10K Hold
535
– – ﹤0.01% 2096
2019
Q1 		$10K Buy
+535
New +$9.71K ﹤0.01% 2096

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EUFN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 5.5% in Q1 2026, selling an estimated $7.79K and leaving 3,642 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

Carson Wealth (CWM LLC) first reported a position in EUFN in Q1 2019 and has held it in 27 quarters since. The position peaked at $143K in Q4 2025. 224 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,642 shares of iShares MSCI Europe Financials ETF worth $127K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 213 iShares MSCI Europe Financials ETF shares in Q1 2026, an estimated $7.79K.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3073 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Europe Financials ETF in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Europe Financials ETF position peaked at $143K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.