Carson Wealth (CWM LLC)’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $116K | Sell |
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|
2025
Q2 | $123K | Buy |
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|
2025
Q1 | $114K | Sell |
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|
2024
Q4 | $151K | Sell |
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|
2024
Q3 | $158K | Sell |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $125K | Sell |
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|
2022
Q3 | $159K | Sell |
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|
2022
Q2 | $179K | Hold |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $260K | Hold |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $260K | Hold |
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|
2020
Q1 | $260K | Hold |
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|
2019
Q4 | $260K | Hold |
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|
2019
Q3 | $260K | Hold |
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|
2019
Q2 | $260K | Hold |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $53.9M | Buy |
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|
2018
Q3 | $47.1M | Buy |
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|
2018
Q2 | $22.8M | Buy |
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|
2018
Q1 | $9.56M | Buy |
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|
2017
Q4 | $5M | Buy |
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|
2017
Q3 | $1.4M | Buy |
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|
2017
Q2 | $66K | Buy |
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