Carson Wealth (CWM LLC)’s VanEck Africa Index ETF AFK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AFK Stock Details AFK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$1K	–	4096
2023 Q3	$1K	Hold	100	–	–	﹤0.01%	3904
2023 Q2	$1K	Hold	100	–	–	﹤0.01%	3890
2023 Q1	$2K	Hold	100	–	–	﹤0.01%	3604
2022 Q4	$2K	Hold	100	–	–	﹤0.01%	3494
2022 Q3	$2K	Buy	+100	New	+$1.68K	﹤0.01%	3404

Other funds holding AFK

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GWSG

GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AFK Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of VanEck Africa Index ETF (AFK) in Q4 2023, closing a stake of 100 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in AFK in Q3 2022 and held it in 5 quarters. The position peaked at $2K in Q1 2023. 16 funds tracked by Wall St. Rank hold AFK as of Q4 2023.

Carson Wealth (CWM LLC) reported no remaining VanEck Africa Index ETF position as of Q4 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 100 VanEck Africa Index ETF shares in Q4 2023, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in VanEck Africa Index ETF in Q3 2022 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s VanEck Africa Index ETF position peaked at $2K in Q1 2023.
16 funds tracked by Wall St. Rank held VanEck Africa Index ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.