Carson Wealth (CWM LLC)
BINV icon

Carson Wealth (CWM LLC)’s Brandes International ETF BINV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BINV Stock Details BINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$948 Hold
23
– – ﹤0.01% 5406
2025
Q4 		$1K Sell
23
-135
-85% -$5.3K ﹤0.01% 5173
2025
Q3 		$6K Buy
+158
New +$5.85K ﹤0.01% 4658

Other funds holding BINV

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Brandes International ETF (BINV) position steady in Q1 2026 at 23 shares worth $948. The position accounts for ﹤0.01% of the portfolio, ranked #5406.

Carson Wealth (CWM LLC) first reported a position in BINV in Q3 2025 and has held it in 3 quarters since. The position peaked at $6K in Q3 2025. 43 funds tracked by Wall St. Rank hold BINV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23 shares of Brandes International ETF worth $948 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Brandes International ETF share count unchanged in Q1 2026.
  • Brandes International ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5406 holding.
  • Carson Wealth (CWM LLC) first reported a position in Brandes International ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Brandes International ETF position peaked at $6K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Brandes International ETF as of Q1 2026.

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