Carson Wealth (CWM LLC)
EWK icon

Carson Wealth (CWM LLC)’s iShares MSCI Belgium ETF EWK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EWK Stock Details EWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-423
Closed -$8K – 1882
2018
Q2 		$8K Buy
+423
New +$8.71K ﹤0.01% 1062

Other funds holding EWK

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EWK Position: Q3 2018 in Review

Carson Wealth (CWM LLC) sold out of iShares MSCI Belgium ETF (EWK) in Q3 2018, closing a stake of 423 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in EWK in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 34 funds tracked by Wall St. Rank hold EWK as of Q3 2018.

  • Carson Wealth (CWM LLC) reported no remaining iShares MSCI Belgium ETF position as of Q3 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 423 iShares MSCI Belgium ETF shares in Q3 2018, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Belgium ETF in Q2 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s iShares MSCI Belgium ETF position peaked at $8K in Q2 2018.
  • 34 funds tracked by Wall St. Rank held iShares MSCI Belgium ETF as of Q3 2018.

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