Carson Wealth (CWM LLC)’s iShares Europe ETF IEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.4K | Buy |
227
+100
| +79% | +$7.05K | ﹤0.01% | 4569 |
|
|
2025
Q4 | $9K | Hold |
127
| – | – | ﹤0.01% | 4601 |
|
|
2025
Q3 | $8K | Sell |
127
-82
| -39% | -$5.24K | ﹤0.01% | 4568 |
|
|
2025
Q2 | $13K | Sell |
209
-45
| -18% | -$2.73K | ﹤0.01% | 4161 |
|
|
2025
Q1 | $15K | Buy |
254
+45
| +22% | +$2.56K | ﹤0.01% | 3875 |
|
|
2024
Q4 | $11K | Hold |
209
| – | – | ﹤0.01% | 3814 |
|
|
2024
Q3 | $12K | Hold |
209
| – | – | ﹤0.01% | 3676 |
|
|
2024
Q2 | $11K | Hold |
209
| – | – | ﹤0.01% | 3488 |
|
|
2024
Q1 | $12K | Hold |
209
| – | – | ﹤0.01% | 3229 |
|
|
2023
Q4 | $11K | Hold |
209
| – | – | ﹤0.01% | 3135 |
|
|
2023
Q3 | $10K | Hold |
209
| – | – | ﹤0.01% | 3134 |
|
|
2023
Q2 | $11K | Hold |
209
| – | – | ﹤0.01% | 3022 |
|
|
2023
Q1 | $10K | Hold |
209
| – | – | ﹤0.01% | 2947 |
|
|
2022
Q4 | $9K | Hold |
209
| – | – | ﹤0.01% | 2858 |
|
|
2022
Q3 | $8K | Hold |
209
| – | – | ﹤0.01% | 2821 |
|
|
2022
Q2 | $9K | Hold |
209
| – | – | ﹤0.01% | 2640 |
|
|
2022
Q1 | $11K | Hold |
209
| – | – | ﹤0.01% | 2422 |
|
|
2021
Q4 | $11K | Buy |
+209
| New | +$11.3K | ﹤0.01% | 2303 |
|
|
2021
Q2 | $11K | Hold |
209
| – | – | ﹤0.01% | 2059 |
|
|
2021
Q1 | $11K | Hold |
209
| – | – | ﹤0.01% | 2059 |
|
|
2020
Q4 | $11K | Hold |
209
| – | – | ﹤0.01% | 2058 |
|
|
2020
Q3 | $11K | Hold |
209
| – | – | ﹤0.01% | 2057 |
|
|
2020
Q2 | $11K | Hold |
209
| – | – | ﹤0.01% | 2057 |
|
|
2020
Q1 | $11K | Hold |
209
| – | – | ﹤0.01% | 2057 |
|
|
2019
Q4 | $11K | Hold |
209
| – | – | ﹤0.01% | 2057 |
|
|
2019
Q3 | $11K | Hold |
209
| – | – | ﹤0.01% | 2057 |
|
|
2019
Q2 | $11K | Hold |
209
| – | – | ﹤0.01% | 2057 |
|
|
2019
Q1 | $11K | Sell |
209
-1,067
| -84% | -$44.8K | ﹤0.01% | 2057 |
|
|
2018
Q4 | $50K | Buy |
1,276
+815
| +177% | +$33.8K | ﹤0.01% | 880 |
|
|
2018
Q3 | $21K | Hold |
461
| – | – | ﹤0.01% | 939 |
|
|
2018
Q2 | $21K | Hold |
461
| – | – | ﹤0.01% | 829 |
|
|
2018
Q1 | $21K | Buy |
+461
| New | +$22.1K | ﹤0.01% | 697 |
|
|
2017
Q2 | – | Sell |
-250
| Closed | -$10K | – | 1245 |
|
|
2017
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 751 |
|
|
2016
Q4 | $10K | Sell |
250
-2,950
| -92% | -$113K | ﹤0.01% | 732 |
|
|
2016
Q3 | $126K | Hold |
3,200
| – | – | 0.01% | 311 |
|
|
2016
Q2 | $121K | Buy |
+3,200
| New | +$126K | 0.01% | 290 |
|
|
2014
Q3 | – | Sell |
-5,321
| Closed | -$258K | – | 184 |
|
|
2014
Q2 | $258K | Sell |
5,321
-1,250
| -19% | -$61.6K | 0.05% | 152 |
|
|
2014
Q1 | $317K | Sell |
6,571
-7,960
| -55% | -$376K | 0.04% | 117 |
|
|
2013
Q4 | $689K | Sell |
14,531
-3,452
| -19% | -$157K | 0.11% | 122 |
|
|
2013
Q3 | $793K | Buy |
+17,983
| New | +$758K | 0.21% | 63 |
|
Other funds holding IEV
B
FTUS
Carson Wealth (CWM LLC)'s IEV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its iShares Europe ETF (IEV) stake by 79% in Q1 2026, buying an estimated $7.05K and bringing the position to 227 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4569.
Carson Wealth (CWM LLC) first reported a position in IEV in Q3 2013 and has held it in 40 quarters since. The position peaked at $793K in Q3 2013. 286 funds tracked by Wall St. Rank hold IEV as of Q1 2026.
- Carson Wealth (CWM LLC) held 227 shares of iShares Europe ETF worth $15.4K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 100 iShares Europe ETF shares in Q1 2026, an estimated $7.05K.
- iShares Europe ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4569 holding.
- Carson Wealth (CWM LLC) first reported a position in iShares Europe ETF in Q3 2013 and has held it in 40 quarters since.
- Carson Wealth (CWM LLC)'s iShares Europe ETF position peaked at $793K in Q3 2013.
- 286 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.