Carson Wealth (CWM LLC)
BKEM icon

Carson Wealth (CWM LLC)’s BNY Mellon Emerging Markets Equity ETF BKEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BKEM Stock Details BKEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-453
Closed -$11K – 5686
2025
Q4 		$11K Buy
+453
New +$11.2K ﹤0.01% 4484

Other funds holding BKEM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of BNY Mellon Emerging Markets Equity ETF (BKEM) in Q1 2026, closing a stake of 453 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in BKEM in Q4 2025 and held it in 1 quarter. The position peaked at $11K in Q4 2025. 27 funds tracked by Wall St. Rank hold BKEM as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining BNY Mellon Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 453 BNY Mellon Emerging Markets Equity ETF shares in Q1 2026, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in BNY Mellon Emerging Markets Equity ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s BNY Mellon Emerging Markets Equity ETF position peaked at $11K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held BNY Mellon Emerging Markets Equity ETF as of Q1 2026.

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