Carson Wealth (CWM LLC)
BIDD

Carson Wealth (CWM LLC)’s iShares International Dividend Active ETF BIDD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BIDD Stock Details BIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$910 Sell
32
-68
-68% -$2.03K ﹤0.01% 5413
2025
Q4 		$3K Buy
+100
New +$2.84K ﹤0.01% 5037

Other funds holding BIDD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares International Dividend Active ETF (BIDD) stake by 68% in Q1 2026, selling an estimated $2.03K and leaving 32 shares worth $910. The position accounts for ﹤0.01% of the portfolio, ranked #5413.

Carson Wealth (CWM LLC) first reported a position in BIDD in Q4 2025 and has held it in 2 quarters since. The position peaked at $3K in Q4 2025. 87 funds tracked by Wall St. Rank hold BIDD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 32 shares of iShares International Dividend Active ETF worth $910 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 68 iShares International Dividend Active ETF shares in Q1 2026, an estimated $2.03K.
  • iShares International Dividend Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5413 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares International Dividend Active ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s iShares International Dividend Active ETF position peaked at $3K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q1 2026.

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