Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Asia 50 ETF AIA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIA Stock Details AIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$132K Hold
1,239
– – ﹤0.01% 3046
2025
Q4 		$121K Sell
1,239
-150
-11% -$14.5K ﹤0.01% 2921
2025
Q3 		$131K Hold
1,389
– – ﹤0.01% 2767
2025
Q2 		$113K Hold
1,389
– – ﹤0.01% 2602
2025
Q1 		$100K Sell
1,389
-4
-0.3% -$289 ﹤0.01% 2421
2024
Q4 		$94K Buy
1,393
+4
+0.3% +$286 ﹤0.01% 2316
2024
Q3 		$100K Hold
1,389
– – ﹤0.01% 2190
2024
Q2 		$93K Hold
1,389
– – ﹤0.01% 2011
2024
Q1 		$84K Sell
1,389
-1,585
-53% -$90.8K ﹤0.01% 1978
2023
Q4 		$172K Buy
+2,974
New +$168K ﹤0.01% 1480
2021
Q2 		$56K Hold
614
– – ﹤0.01% 1349
2021
Q1 		$56K Hold
614
– – ﹤0.01% 1349
2020
Q4 		$56K Hold
614
– – ﹤0.01% 1349
2020
Q3 		$56K Hold
614
– – ﹤0.01% 1349
2020
Q2 		$56K Hold
614
– – ﹤0.01% 1349
2020
Q1 		$56K Hold
614
– – ﹤0.01% 1349
2019
Q4 		$56K Hold
614
– – ﹤0.01% 1349
2019
Q3 		$56K Hold
614
– – ﹤0.01% 1349
2019
Q2 		$56K Hold
614
– – ﹤0.01% 1349
2019
Q1 		$56K Buy
+614
New +$36.6K ﹤0.01% 1349

Other funds holding AIA

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares Asia 50 ETF (AIA) position steady in Q1 2026 at 1,239 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #3046.

Carson Wealth (CWM LLC) first reported a position in AIA in Q1 2019 and has held it in 20 quarters since. The position peaked at $172K in Q4 2023. 126 funds tracked by Wall St. Rank hold AIA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,239 shares of iShares Asia 50 ETF worth $132K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Asia 50 ETF share count unchanged in Q1 2026.
  • iShares Asia 50 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3046 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Asia 50 ETF in Q1 2019 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Asia 50 ETF position peaked at $172K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q1 2026.

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