Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.8M Buy
289,450
+10,351
+4% +$730K 0.05% 333
2025
Q4 		$18.7M Buy
279,099
+274,064
+5,443% +$18.2M 0.05% 340
2025
Q3 		$327K Buy
5,035
+2,005
+66% +$125K ﹤0.01% 2057
2025
Q2 		$185K Sell
3,030
-2,201
-42% -$127K ﹤0.01% 2238
2025
Q1 		$290K Buy
5,231
+2,201
+73% +$121K ﹤0.01% 1688
2024
Q4 		$158K Sell
3,030
-323
-10% -$17.7K ﹤0.01% 1981
2024
Q3 		$192K Sell
3,353
-3,647
-52% -$199K ﹤0.01% 1776
2024
Q2 		$372K Buy
7,000
+3,650
+109% +$195K ﹤0.01% 1303
2024
Q1 		$179K Hold
3,350
– – ﹤0.01% 1563
2023
Q4 		$171K Sell
3,350
-456
-12% -$21.9K ﹤0.01% 1482
2023
Q3 		$179K Hold
3,806
– – ﹤0.01% 1349
2023
Q2 		$187K Buy
3,806
+3,153
+483% +$155K ﹤0.01% 1277
2023
Q1 		$32K Hold
653
– – ﹤0.01% 2172
2022
Q4 		$30K Buy
653
+220
+51% +$9.65K ﹤0.01% 2071
2022
Q3 		$17K Sell
433
-380
-47% -$16.9K ﹤0.01% 2318
2022
Q2 		$37K Hold
813
– – ﹤0.01% 1764
2022
Q1 		$42K Hold
813
– – ﹤0.01% 1676
2021
Q4 		$45K Buy
+813
New +$45.7K ﹤0.01% 1611
2021
Q2 		$47K Hold
813
– – ﹤0.01% 1421
2021
Q1 		$47K Hold
813
– – ﹤0.01% 1421
2020
Q4 		$47K Hold
813
– – ﹤0.01% 1421
2020
Q3 		$47K Hold
813
– – ﹤0.01% 1421
2020
Q2 		$47K Hold
813
– – ﹤0.01% 1421
2020
Q1 		$47K Hold
813
– – ﹤0.01% 1421
2019
Q4 		$47K Hold
813
– – ﹤0.01% 1421
2019
Q3 		$47K Hold
813
– – ﹤0.01% 1421
2019
Q2 		$47K Hold
813
– – ﹤0.01% 1421
2019
Q1 		$47K Sell
813
-3,408
-81% -$154K ﹤0.01% 1421
2018
Q4 		$177K Buy
4,221
+1,618
+62% +$71.3K ﹤0.01% 623
2018
Q3 		$124K Buy
+2,603
New +$124K ﹤0.01% 585
2017
Q3 		– Sell
-376
Closed -$17K – 1457
2017
Q2 		$17K Sell
376
-78
-17% -$3.52K ﹤0.01% 661
2017
Q1 		$20K Buy
+454
New +$19.2K ﹤0.01% 595

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.7% in Q1 2026, buying an estimated $730K and bringing the position to 289,450 shares worth $19.8M. The position accounts for 0.05% of the portfolio, ranked #333.

Carson Wealth (CWM LLC) first reported a position in ACWX in Q1 2017 and has held it in 32 quarters since. 705 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 289,450 shares of iShares MSCI ACWI ex US ETF worth $19.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,351 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $730K.
  • iShares MSCI ACWI ex US ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #333 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI ACWI ex US ETF in Q1 2017 and has held it in 32 quarters since.
  • 705 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

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