Carson Wealth (CWM LLC)’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Buy |
1,217
+937
| +335% | +$38.5K | ﹤0.01% | 3276 |
|
|
2025
Q1 | $11K | Sell |
280
-1,335
| -83% | -$52.4K | ﹤0.01% | 4051 |
|
|
2024
Q4 | $58K | Buy |
+1,615
| New | +$58K | ﹤0.01% | 2689 |
|
|
2023
Q4 | – | Sell |
-38
| Closed | -$1K | – | 4284 |
|
|
2023
Q3 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 3987 |
|
|
2019
Q1 | – | Sell |
-251
| Closed | -$7K | – | 3046 |
|
|
2018
Q4 | $7K | Sell |
251
-60
| -19% | -$1.67K | ﹤0.01% | 1437 |
|
|
2018
Q3 | $9K | Sell |
311
-57
| -15% | -$1.65K | ﹤0.01% | 1182 |
|
|
2018
Q2 | $11K | Buy |
368
+262
| +247% | +$7.83K | ﹤0.01% | 973 |
|
|
2018
Q1 | $3K | Hold |
106
| – | – | ﹤0.01% | 1097 |
|
|
2017
Q4 | $3K | Sell |
106
-96
| -48% | -$2.72K | ﹤0.01% | 1197 |
|
|
2017
Q3 | $6K | Buy |
+202
| New | +$6K | ﹤0.01% | 1027 |
|
|
2017
Q2 | – | Sell |
-732
| Closed | -$21K | – | 1237 |
|
|
2017
Q1 | $21K | Buy |
+732
| New | +$21K | ﹤0.01% | 589 |
|
|
2015
Q4 | – | Sell |
-146
| Closed | -$4K | – | 712 |
|
|
2015
Q3 | $4K | Buy |
+146
| New | +$4K | ﹤0.01% | 519 |
|