Carson Wealth (CWM LLC)’s iShares Core MSCI Pacific ETF IPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.15M | Sell |
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|
2025
Q2 | $2.32M | Buy |
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|
2025
Q1 | $79K | Buy |
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|
2024
Q4 | $76K | Sell |
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|
2024
Q3 | $85K | Hold |
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|
2024
Q2 | $78K | Sell |
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|
2024
Q1 | $86K | Buy |
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|
2023
Q4 | $74K | Sell |
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|
2023
Q3 | $71K | Buy |
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|
2023
Q2 | $73K | Hold |
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|
2023
Q1 | $72K | Sell |
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|
2022
Q4 | $73K | Sell |
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|
2022
Q3 | $80K | Buy |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $28K | Hold |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $30K | Hold |
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|
2020
Q4 | $30K | Hold |
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|
2020
Q3 | $30K | Hold |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $30K | Hold |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $30K | Hold |
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|
2019
Q1 | $30K | Buy |
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|
2018
Q4 | $10K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $7K | Sell |
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|
2017
Q3 | $19K | Buy |
|