Carson Wealth (CWM LLC)’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
202,044
+38,992
| +24% | +$2.58M | 0.05% | 328 |
|
|
2025
Q1 | $9.81M | Sell |
163,052
-36,854
| -18% | -$2.22M | 0.04% | 353 |
|
|
2024
Q4 | $10.8M | Buy |
199,906
+31,316
| +19% | +$1.69M | 0.04% | 304 |
|
|
2024
Q3 | $10.3M | Sell |
168,590
-99,030
| -37% | -$6.03M | 0.04% | 301 |
|
|
2024
Q2 | $15.2M | Buy |
267,620
+55,723
| +26% | +$3.17M | 0.07% | 235 |
|
|
2024
Q1 | $12.3M | Sell |
211,897
-95,708
| -31% | -$5.54M | 0.06% | 258 |
|
|
2023
Q4 | $16.9M | Buy |
307,605
+70,645
| +30% | +$3.89M | 0.09% | 205 |
|
|
2023
Q3 | $11.8M | Sell |
236,960
-137,557
| -37% | -$6.83M | 0.07% | 223 |
|
|
2023
Q2 | $19.7M | Buy |
374,517
+10,921
| +3% | +$575K | 0.12% | 160 |
|
|
2023
Q1 | $19M | Sell |
363,596
-31,866
| -8% | -$1.67M | 0.13% | 151 |
|
|
2022
Q4 | $18.8M | Buy |
395,462
+57,767
| +17% | +$2.74M | 0.14% | 146 |
|
|
2022
Q3 | $13.4M | Sell |
337,695
-77,806
| -19% | -$3.08M | 0.11% | 160 |
|
|
2022
Q2 | $18.7M | Sell |
415,501
-132,008
| -24% | -$5.94M | 0.14% | 138 |
|
|
2022
Q1 | $29.2M | Buy |
547,509
+137,220
| +33% | +$7.33M | 0.21% | 89 |
|
|
2021
Q4 | $23.9M | Buy |
+410,289
| New | +$23.9M | 0.17% | 124 |
|
|
2021
Q2 | $18.3M | Hold |
319,092
| – | – | 0.15% | 143 |
|
|
2021
Q1 | $18.3M | Hold |
319,092
| – | – | 0.15% | 143 |
|
|
2020
Q4 | $18.3M | Hold |
319,092
| – | – | 0.15% | 143 |
|
|
2020
Q3 | $18.3M | Hold |
319,092
| – | – | 0.15% | 143 |
|
|
2020
Q2 | $18.3M | Hold |
319,092
| – | – | 0.15% | 143 |
|
|
2020
Q1 | $18.3M | Hold |
319,092
| – | – | 0.15% | 143 |
|
|
2019
Q4 | $18.3M | Hold |
319,092
| – | – | 0.15% | 143 |
|
|
2019
Q3 | $18.3M | Hold |
319,092
| – | – | 0.15% | 143 |
|
|
2019
Q2 | $18.3M | Hold |
319,092
| – | – | 0.15% | 143 |
|
|
2019
Q1 | $18.3M | Sell |
319,092
-49,173
| -13% | -$2.82M | 0.15% | 143 |
|
|
2018
Q4 | $15.2M | Sell |
368,265
-268,907
| -42% | -$11.1M | 0.38% | 65 |
|
|
2018
Q3 | $30.6M | Buy |
637,172
+94,125
| +17% | +$4.51M | 0.78% | 23 |
|
|
2018
Q2 | $25.8M | Sell |
543,047
-280,371
| -34% | -$13.3M | 0.85% | 28 |
|
|
2018
Q1 | $40.9M | Buy |
823,418
+60,532
| +8% | +$3.01M | 1.63% | 10 |
|
|
2017
Q4 | $38.3M | Buy |
762,886
+762,304
| +130,980% | +$38.2M | 1.7% | 10 |
|
|
2017
Q3 | $29K | Buy |
+582
| New | +$29K | ﹤0.01% | 632 |
|