Carson Wealth (CWM LLC)’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.3M Buy
217,784
+57,285
+36% +$4.18M 0.04% 411
2025
Q4
$11.4M Sell
160,499
-22,152
-12% -$1.53M 0.03% 478
2025
Q3
$12.4M Sell
182,651
-19,393
-10% -$1.29M 0.04% 398
2025
Q2
$13.4M Buy
202,044
+38,992
+24% +$2.46M 0.05% 328
2025
Q1
$9.81M Sell
163,052
-36,854
-18% -$2.17M 0.04% 353
2024
Q4
$10.8M Buy
199,906
+31,316
+19% +$1.78M 0.04% 304
2024
Q3
$10.3M Sell
168,590
-99,030
-37% -$5.81M 0.04% 301
2024
Q2
$15.2M Buy
267,620
+55,723
+26% +$3.23M 0.07% 235
2024
Q1
$12.3M Sell
211,897
-95,708
-31% -$5.3M 0.06% 258
2023
Q4
$16.9M Buy
307,605
+70,645
+30% +$3.62M 0.09% 205
2023
Q3
$11.8M Sell
236,960
-137,557
-37% -$7.15M 0.07% 223
2023
Q2
$19.7M Buy
374,517
+10,921
+3% +$580K 0.12% 160
2023
Q1
$19M Sell
363,596
-31,866
-8% -$1.63M 0.13% 151
2022
Q4
$18.8M Buy
395,462
+57,767
+17% +$2.61M 0.14% 146
2022
Q3
$13.4M Sell
337,695
-77,806
-19% -$3.46M 0.11% 160
2022
Q2
$18.7M Sell
415,501
-132,008
-24% -$6.52M 0.14% 138
2022
Q1
$29.2M Buy
547,509
+137,220
+33% +$7.51M 0.21% 89
2021
Q4
$23.9M Buy
+410,289
New +$23.7M 0.17% 124
2021
Q2
$18.3M Hold
319,092
0.15% 144
2021
Q1
$18.3M Hold
319,092
0.15% 144
2020
Q4
$18.3M Hold
319,092
0.15% 144
2020
Q3
$18.3M Hold
319,092
0.15% 144
2020
Q2
$18.3M Hold
319,092
0.15% 144
2020
Q1
$18.3M Hold
319,092
0.15% 144
2019
Q4
$18.3M Hold
319,092
0.15% 144
2019
Q3
$18.3M Hold
319,092
0.15% 144
2019
Q2
$18.3M Hold
319,092
0.15% 144
2019
Q1
$18.3M Sell
319,092
-49,173
-13% -$2.19M 0.15% 144
2018
Q4
$15.2M Sell
368,265
-268,907
-42% -$11.8M 0.38% 65
2018
Q3
$30.6M Buy
637,172
+94,125
+17% +$4.53M 0.78% 23
2018
Q2
$25.8M Sell
543,047
-280,371
-34% -$14.1M 0.85% 28
2018
Q1
$40.9M Buy
823,418
+60,532
+8% +$3.08M 1.63% 10
2017
Q4
$38.3M Buy
762,886
+762,304
+130,980% +$37.9M 1.7% 10
2017
Q3
$29K Buy
+582
New +$28.1K ﹤0.01% 633

Other funds holding IEUR

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

Carson Wealth (CWM LLC) increased its iShares Core MSCI Europe ETF (IEUR) stake by 36% in Q1 2026, buying an estimated $4.18M and bringing the position to 217,784 shares worth $15.3M. The position accounts for 0.04% of the portfolio, ranked #411.

Carson Wealth (CWM LLC) first reported a position in IEUR in Q3 2017 and has held it in 34 quarters since. The position peaked at $40.9M in Q1 2018. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 217,784 shares of iShares Core MSCI Europe ETF worth $15.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 57,285 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $4.18M.
  • iShares Core MSCI Europe ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #411 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core MSCI Europe ETF in Q3 2017 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core MSCI Europe ETF position peaked at $40.9M in Q1 2018.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

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