Carson Wealth (CWM LLC)’s iShares MSCI Australia ETF EWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Sell |
693
-1,030
| -60% | -$26.8K | ﹤0.01% | 3969 |
|
|
2025
Q1 | $40K | Sell |
1,723
-1,281
| -43% | -$29.7K | ﹤0.01% | 3156 |
|
|
2024
Q4 | $72K | Buy |
3,004
+2,311
| +333% | +$55.4K | ﹤0.01% | 2504 |
|
|
2024
Q3 | $19K | Hold |
693
| – | – | ﹤0.01% | 3385 |
|
|
2024
Q2 | $17K | Hold |
693
| – | – | ﹤0.01% | 3211 |
|
|
2024
Q1 | $17K | Hold |
693
| – | – | ﹤0.01% | 3005 |
|
|
2023
Q4 | $17K | Hold |
693
| – | – | ﹤0.01% | 2866 |
|
|
2023
Q3 | $15K | Sell |
693
-680
| -50% | -$14.7K | ﹤0.01% | 2866 |
|
|
2023
Q2 | $31K | Buy |
1,373
+680
| +98% | +$15.4K | ﹤0.01% | 2334 |
|
|
2023
Q1 | $16K | Sell |
693
-7
| -1% | -$162 | ﹤0.01% | 2642 |
|
|
2022
Q4 | $16K | Hold |
700
| – | – | ﹤0.01% | 2505 |
|
|
2022
Q3 | $14K | Buy |
700
+123
| +21% | +$2.46K | ﹤0.01% | 2458 |
|
|
2022
Q2 | $12K | Sell |
577
-9
| -2% | -$187 | ﹤0.01% | 2457 |
|
|
2022
Q1 | $15K | Sell |
586
-14
| -2% | -$358 | ﹤0.01% | 2245 |
|
|
2021
Q4 | $15K | Buy |
+600
| New | +$15K | ﹤0.01% | 2129 |
|
|
2021
Q2 | $15K | Hold |
586
| – | – | ﹤0.01% | 1917 |
|
|
2021
Q1 | $15K | Hold |
586
| – | – | ﹤0.01% | 1917 |
|
|
2020
Q4 | $15K | Hold |
586
| – | – | ﹤0.01% | 1917 |
|
|
2020
Q3 | $15K | Hold |
586
| – | – | ﹤0.01% | 1917 |
|
|
2020
Q2 | $15K | Hold |
586
| – | – | ﹤0.01% | 1917 |
|
|
2020
Q1 | $15K | Hold |
586
| – | – | ﹤0.01% | 1917 |
|
|
2019
Q4 | $15K | Hold |
586
| – | – | ﹤0.01% | 1917 |
|
|
2019
Q3 | $15K | Hold |
586
| – | – | ﹤0.01% | 1917 |
|
|
2019
Q2 | $15K | Hold |
586
| – | – | ﹤0.01% | 1917 |
|
|
2019
Q1 | $15K | Sell |
586
-441
| -43% | -$11.3K | ﹤0.01% | 1917 |
|
|
2018
Q4 | $20K | Sell |
1,027
-3,798
| -79% | -$74K | ﹤0.01% | 1133 |
|
|
2018
Q3 | $107K | Sell |
4,825
-442
| -8% | -$9.8K | ﹤0.01% | 609 |
|
|
2018
Q2 | $119K | Sell |
5,267
-3,056
| -37% | -$69K | ﹤0.01% | 493 |
|
|
2018
Q1 | $183K | Sell |
8,323
-16,016
| -66% | -$352K | 0.01% | 372 |
|
|
2017
Q4 | $564K | Sell |
24,339
-213,825
| -90% | -$4.95M | 0.03% | 260 |
|
|
2017
Q3 | $5.34M | Buy |
+238,164
| New | +$5.34M | 0.25% | 76 |
|