Carson Wealth (CWM LLC)’s iShare MSCI Eurozone ETF EZU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $210K | Buy |
3,351
+2,886
| +621% | +$189K | ﹤0.01% | 2703 |
|
|
2025
Q4 | $30K | Buy |
465
+82
| +21% | +$5.14K | ﹤0.01% | 3949 |
|
|
2025
Q3 | $24K | Sell |
383
-133
| -26% | -$7.98K | ﹤0.01% | 4009 |
|
|
2025
Q2 | $31K | Buy |
516
+170
| +49% | +$9.61K | ﹤0.01% | 3626 |
|
|
2025
Q1 | $18K | Buy |
346
+179
| +107% | +$9.3K | ﹤0.01% | 3745 |
|
|
2024
Q4 | $8K | Sell |
167
-105
| -39% | -$5.13K | ﹤0.01% | 3983 |
|
|
2024
Q3 | $14K | Buy |
272
+106
| +64% | +$5.3K | ﹤0.01% | 3581 |
|
|
2024
Q2 | $8K | Sell |
166
-159
| -49% | -$8.04K | ﹤0.01% | 3654 |
|
|
2024
Q1 | $17K | Sell |
325
-164
| -34% | -$7.92K | ﹤0.01% | 3008 |
|
|
2023
Q4 | $23K | Buy |
489
+14
| +3% | +$616 | ﹤0.01% | 2686 |
|
|
2023
Q3 | $20K | Buy |
475
+154
| +48% | +$6.9K | ﹤0.01% | 2679 |
|
|
2023
Q2 | $15K | Buy |
321
+114
| +55% | +$5.19K | ﹤0.01% | 2809 |
|
|
2023
Q1 | $9K | Buy |
207
+72
| +53% | +$3.14K | ﹤0.01% | 3002 |
|
|
2022
Q4 | $5K | Hold |
135
| – | – | ﹤0.01% | 3162 |
|
|
2022
Q3 | $4K | Hold |
135
| – | – | ﹤0.01% | 3166 |
|
|
2022
Q2 | $5K | Hold |
135
| – | – | ﹤0.01% | 2961 |
|
|
2022
Q1 | $6K | Hold |
135
| – | – | ﹤0.01% | 2738 |
|
|
2021
Q4 | $7K | Buy |
+135
| New | +$6.65K | ﹤0.01% | 2541 |
|
|
2021
Q2 | $7K | Hold |
139
| – | – | ﹤0.01% | 2237 |
|
|
2021
Q1 | $7K | Hold |
139
| – | – | ﹤0.01% | 2237 |
|
|
2020
Q4 | $7K | Hold |
139
| – | – | ﹤0.01% | 2237 |
|
|
2020
Q3 | $7K | Hold |
139
| – | – | ﹤0.01% | 2236 |
|
|
2020
Q2 | $7K | Hold |
139
| – | – | ﹤0.01% | 2236 |
|
|
2020
Q1 | $7K | Hold |
139
| – | – | ﹤0.01% | 2236 |
|
|
2019
Q4 | $7K | Hold |
139
| – | – | ﹤0.01% | 2236 |
|
|
2019
Q3 | $7K | Hold |
139
| – | – | ﹤0.01% | 2235 |
|
|
2019
Q2 | $7K | Hold |
139
| – | – | ﹤0.01% | 2235 |
|
|
2019
Q1 | $7K | Sell |
139
-2,009
| -94% | -$75.5K | ﹤0.01% | 2235 |
|
|
2018
Q4 | $75K | Sell |
2,148
-3,360
| -61% | -$125K | ﹤0.01% | 779 |
|
|
2018
Q3 | $226K | Buy |
5,508
+287
| +5% | +$11.9K | 0.01% | 497 |
|
|
2018
Q2 | $214K | Buy |
5,221
+51
| +1% | +$2.22K | 0.01% | 412 |
|
|
2018
Q1 | $224K | Buy |
5,170
+950
| +23% | +$42.3K | 0.01% | 354 |
|
|
2017
Q4 | $183K | Hold |
4,220
| – | – | 0.01% | 356 |
|
|
2017
Q3 | $183K | Buy |
4,220
+3,572
| +551% | +$150K | 0.01% | 336 |
|
|
2017
Q2 | $26K | Sell |
648
-268
| -29% | -$10.7K | ﹤0.01% | 588 |
|
|
2017
Q1 | $34K | Sell |
916
-1
| -0.1% | -$36 | ﹤0.01% | 520 |
|
|
2016
Q4 | $32K | Sell |
917
-2,417
| -72% | -$81.7K | ﹤0.01% | 509 |
|
|
2016
Q3 | $115K | Buy |
3,334
+151
| +5% | +$5.09K | 0.01% | 320 |
|
|
2016
Q2 | $103K | Buy |
3,183
+2,938
| +1,199% | +$101K | 0.01% | 300 |
|
|
2016
Q1 | $8K | Sell |
245
-1,941
| -89% | -$64K | ﹤0.01% | 551 |
|
|
2015
Q4 | $77K | Sell |
2,186
-13,685
| -86% | -$494K | 0.01% | 280 |
|
|
2015
Q3 | $545K | Buy |
+15,871
| New | +$587K | 0.06% | 152 |
|
Other funds holding EZU
