Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI Japan ETF EWJ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$326K Sell
4,349
-3,872
-47% -$290K ﹤0.01% 1803
2025
Q1
$564K Buy
8,221
+5,929
+259% +$407K ﹤0.01% 1399
2024
Q4
$154K Sell
2,292
-399
-15% -$26.8K ﹤0.01% 1999
2024
Q3
$193K Buy
2,691
+857
+47% +$61.5K ﹤0.01% 1773
2024
Q2
$125K Sell
1,834
-349
-16% -$23.8K ﹤0.01% 1834
2024
Q1
$156K Buy
2,183
+661
+43% +$47.2K ﹤0.01% 1633
2023
Q4
$98K Buy
1,522
+169
+12% +$10.9K ﹤0.01% 1783
2023
Q3
$82K Buy
1,353
+186
+16% +$11.3K ﹤0.01% 1750
2023
Q2
$72K Buy
1,167
+43
+4% +$2.65K ﹤0.01% 1755
2023
Q1
$66K Buy
1,124
+152
+16% +$8.93K ﹤0.01% 1716
2022
Q4
$53K Buy
972
+30
+3% +$1.64K ﹤0.01% 1694
2022
Q3
$46K Sell
942
-333
-26% -$16.3K ﹤0.01% 1694
2022
Q2
$67K Buy
1,275
+409
+47% +$21.5K ﹤0.01% 1484
2022
Q1
$53K Sell
866
-10
-1% -$612 ﹤0.01% 1582
2021
Q4
$59K Buy
+876
New +$59K ﹤0.01% 1500
2021
Q2
$63K Hold
931
﹤0.01% 1302
2021
Q1
$63K Hold
931
﹤0.01% 1302
2020
Q4
$63K Hold
931
﹤0.01% 1302
2020
Q3
$63K Hold
931
﹤0.01% 1302
2020
Q2
$63K Hold
931
﹤0.01% 1302
2020
Q1
$63K Hold
931
﹤0.01% 1302
2019
Q4
$63K Hold
931
﹤0.01% 1302
2019
Q3
$63K Hold
931
﹤0.01% 1302
2019
Q2
$63K Hold
931
﹤0.01% 1302
2019
Q1
$63K Sell
931
-55,318
-98% -$3.74M ﹤0.01% 1302
2018
Q4
$2.85M Sell
56,249
-18,995
-25% -$963K 0.07% 233
2018
Q3
$4.53M Sell
75,244
-21,343
-22% -$1.29M 0.12% 172
2018
Q2
$5.59M Buy
96,587
+40,756
+73% +$2.36M 0.18% 116
2018
Q1
$3.39M Buy
55,831
+692
+1% +$42K 0.13% 131
2017
Q4
$3.3M Sell
55,139
-140,327
-72% -$8.41M 0.15% 117
2017
Q3
$10.9M Buy
195,466
+131,749
+207% +$7.34M 0.51% 53
2017
Q2
$3.42M Sell
63,717
-76,794
-55% -$4.12M 0.18% 103
2017
Q1
$7.24M Buy
140,511
+47,954
+52% +$2.47M 0.41% 53
2016
Q4
$4.52M Sell
92,557
-329,426
-78% -$632K 0.28% 94
2016
Q3
$5.29M Buy
421,983
+279,090
+195% +$3.5M 0.37% 81
2016
Q2
$1.64M Buy
142,893
+60,177
+73% +$692K 0.12% 157
2016
Q1
$944K Buy
82,716
+74,013
+850% +$845K 0.08% 162
2015
Q4
$105K Buy
8,703
+3,936
+83% +$47.5K 0.01% 257
2015
Q3
$54K Buy
+4,767
New +$54K 0.01% 279
2014
Q1
Sell
-46,972
Closed -$570K 240
2013
Q4
$570K Sell
46,972
-11,565
-20% -$140K 0.09% 128
2013
Q3
$698K Buy
+58,537
New +$698K 0.18% 69