Carson Wealth (CWM LLC)
EZA icon

Carson Wealth (CWM LLC)’s iShares MSCI South Africa ETF EZA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EZA Stock Details EZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$678 Hold
10
– – ﹤0.01% 5447
2025
Q4 		$1K Hold
10
– – ﹤0.01% 5209
2025
Q3 		$1K Hold
10
– – ﹤0.01% 5112
2025
Q2 		$1K Hold
10
– – ﹤0.01% 4992
2025
Q1 		$0 Sell
10
-94
-90% -$4.24K ﹤0.01% 5095
2024
Q4 		$4K Buy
104
+94
+940% +$4.51K ﹤0.01% 4300
2024
Q3 		$1K Hold
10
– – ﹤0.01% 4575
2024
Q2 		$0 Hold
10
– – ﹤0.01% 4683
2024
Q1 		$0 Hold
10
– – ﹤0.01% 4440
2023
Q4 		$0 Sell
10
-25
-71% -$982 ﹤0.01% 4240
2023
Q3 		$1K Hold
35
– – ﹤0.01% 3975
2023
Q2 		$1K Hold
35
– – ﹤0.01% 3953
2023
Q1 		$1K Hold
35
– – ﹤0.01% 3820
2022
Q4 		$1K Hold
35
– – ﹤0.01% 3741
2022
Q3 		$1K Buy
+35
New +$1.44K ﹤0.01% 3648
2018
Q3 		– Sell
-95
Closed -$5K – 1883
2018
Q2 		$5K Buy
+95
New +$6.07K ﹤0.01% 1192

Other funds holding EZA

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EZA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares MSCI South Africa ETF (EZA) position steady in Q1 2026 at 10 shares worth $678. The position accounts for ﹤0.01% of the portfolio, ranked #5447.

Carson Wealth (CWM LLC) first reported a position in EZA in Q2 2018 and has held it in 16 quarters since. The position peaked at $5K in Q2 2018. 93 funds tracked by Wall St. Rank hold EZA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10 shares of iShares MSCI South Africa ETF worth $678 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares MSCI South Africa ETF share count unchanged in Q1 2026.
  • iShares MSCI South Africa ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5447 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI South Africa ETF in Q2 2018 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI South Africa ETF position peaked at $5K in Q2 2018.
  • 93 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.