Carson Wealth (CWM LLC)’s iShares MSCI United Kingdom ETF EWU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
3,252
+39
| +1% | +$1.55K | ﹤0.01% | 2499 |
|
|
2025
Q1 | $120K | Buy |
3,213
+84
| +3% | +$3.14K | ﹤0.01% | 2266 |
|
|
2024
Q4 | $106K | Sell |
3,129
-131
| -4% | -$4.44K | ﹤0.01% | 2244 |
|
|
2024
Q3 | $122K | Sell |
3,260
-5,574
| -63% | -$209K | ﹤0.01% | 2070 |
|
|
2024
Q2 | $308K | Buy |
8,834
+1,802
| +26% | +$62.8K | ﹤0.01% | 1378 |
|
|
2024
Q1 | $241K | Buy |
7,032
+4,626
| +192% | +$159K | ﹤0.01% | 1428 |
|
|
2023
Q4 | $80K | Buy |
2,406
+2,250
| +1,442% | +$74.8K | ﹤0.01% | 1885 |
|
|
2023
Q3 | $5K | Hold |
156
| – | – | ﹤0.01% | 3440 |
|
|
2023
Q2 | $5K | Hold |
156
| – | – | ﹤0.01% | 3430 |
|
|
2023
Q1 | $5K | Hold |
156
| – | – | ﹤0.01% | 3276 |
|
|
2022
Q4 | $5K | Hold |
156
| – | – | ﹤0.01% | 3157 |
|
|
2022
Q3 | $4K | Hold |
156
| – | – | ﹤0.01% | 3161 |
|
|
2022
Q2 | $5K | Hold |
156
| – | – | ﹤0.01% | 2955 |
|
|
2022
Q1 | $5K | Sell |
156
-1,217
| -89% | -$39K | ﹤0.01% | 2816 |
|
|
2021
Q4 | $46K | Buy |
+1,373
| New | +$46K | ﹤0.01% | 1601 |
|
|
2021
Q2 | $101K | Hold |
3,101
| – | – | ﹤0.01% | 1134 |
|
|
2021
Q1 | $101K | Hold |
3,101
| – | – | ﹤0.01% | 1134 |
|
|
2020
Q4 | $101K | Hold |
3,101
| – | – | ﹤0.01% | 1134 |
|
|
2020
Q3 | $101K | Hold |
3,101
| – | – | ﹤0.01% | 1134 |
|
|
2020
Q2 | $101K | Hold |
3,101
| – | – | ﹤0.01% | 1134 |
|
|
2020
Q1 | $101K | Hold |
3,101
| – | – | ﹤0.01% | 1134 |
|
|
2019
Q4 | $101K | Hold |
3,101
| – | – | ﹤0.01% | 1134 |
|
|
2019
Q3 | $101K | Hold |
3,101
| – | – | ﹤0.01% | 1134 |
|
|
2019
Q2 | $101K | Hold |
3,101
| – | – | ﹤0.01% | 1134 |
|
|
2019
Q1 | $101K | Buy |
3,101
+2,012
| +185% | +$65.5K | ﹤0.01% | 1134 |
|
|
2018
Q4 | $32K | Buy |
1,089
+17
| +2% | +$500 | ﹤0.01% | 991 |
|
|
2018
Q3 | $37K | Sell |
1,072
-36
| -3% | -$1.24K | ﹤0.01% | 805 |
|
|
2018
Q2 | $39K | Sell |
1,108
-473
| -30% | -$16.6K | ﹤0.01% | 683 |
|
|
2018
Q1 | $55K | Sell |
1,581
-17
| -1% | -$591 | ﹤0.01% | 539 |
|
|
2017
Q4 | $57K | Sell |
1,598
-120
| -7% | -$4.28K | ﹤0.01% | 506 |
|
|
2017
Q3 | $60K | Buy |
1,718
+570
| +50% | +$19.9K | ﹤0.01% | 486 |
|
|
2017
Q2 | $38K | Sell |
1,148
-144,626
| -99% | -$4.79M | ﹤0.01% | 513 |
|
|
2017
Q1 | $4.75M | Buy |
145,774
+133,467
| +1,084% | +$4.34M | 0.27% | 87 |
|
|
2016
Q4 | $378K | Sell |
12,307
-47,943
| -80% | -$1.47M | 0.02% | 223 |
|
|
2016
Q3 | $1.91M | Buy |
60,250
+60,151
| +60,759% | +$1.91M | 0.13% | 151 |
|
|
2016
Q2 | $3K | Sell |
99
-15,241
| -99% | -$462K | ﹤0.01% | 676 |
|
|
2016
Q1 | $481K | Buy |
15,340
+13,981
| +1,029% | +$438K | 0.04% | 186 |
|
|
2015
Q4 | $44K | Sell |
1,359
-219
| -14% | -$7.09K | ﹤0.01% | 329 |
|
|
2015
Q3 | $52K | Buy |
+1,578
| New | +$52K | 0.01% | 283 |
|