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 | 0.05% | 152 |
|
Other funds holding EZU
Carson Wealth (CWM LLC)'s EZU Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its iShare MSCI Eurozone ETF (EZU) stake by 621% in Q1 2026, buying an estimated $189K and bringing the position to 3,351 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.
Carson Wealth (CWM LLC) first reported a position in EZU in Q3 2015 and has held it in 42 quarters since. The position peaked at $545K in Q3 2015. 369 funds tracked by Wall St. Rank hold EZU as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,351 shares of iShare MSCI Eurozone ETF worth $210K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 2,886 iShare MSCI Eurozone ETF shares in Q1 2026, an estimated $189K.
- iShare MSCI Eurozone ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2703 holding.
- Carson Wealth (CWM LLC) first reported a position in iShare MSCI Eurozone ETF in Q3 2015 and has held it in 42 quarters since.
- Carson Wealth (CWM LLC)'s iShare MSCI Eurozone ETF position peaked at $545K in Q3 2015.
- 369 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.