Carson Wealth (CWM LLC)’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EWUS Stock Details EWUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$38K	Hold	818	–	–	﹤0.01%	1516
2021 Q1	$38K	Hold	818	–	–	﹤0.01%	1516
2020 Q4	$38K	Hold	818	–	–	﹤0.01%	1516
2020 Q3	$38K	Hold	818	–	–	﹤0.01%	1516
2020 Q2	$38K	Hold	818	–	–	﹤0.01%	1514
2020 Q1	$38K	Hold	818	–	–	﹤0.01%	1514
2019 Q4	$38K	Hold	818	–	–	﹤0.01%	1514
2019 Q3	$38K	Hold	818	–	–	﹤0.01%	1514
2019 Q2	$38K	Hold	818	–	–	﹤0.01%	1514
2019 Q1	$38K	Buy	+818	New	+$30.8K	﹤0.01%	1514

Other funds holding EWUS

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

SFFS

Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EWUS Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its iShares MSCI United Kingdom Small-Cap ETF (EWUS) position steady in Q2 2021 at 818 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Carson Wealth (CWM LLC) first reported a position in EWUS in Q1 2019 and has held it in 10 quarters since. 35 funds tracked by Wall St. Rank hold EWUS as of Q2 2021.

Carson Wealth (CWM LLC) held 818 shares of iShares MSCI United Kingdom Small-Cap ETF worth $38K as of Q2 2021.
Carson Wealth (CWM LLC) left its iShares MSCI United Kingdom Small-Cap ETF share count unchanged in Q2 2021.
iShares MSCI United Kingdom Small-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #1516 holding.
Carson Wealth (CWM LLC) first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q1 2019 and has held it in 10 quarters since.
35 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.