Carson Wealth (CWM LLC)
BKF icon

Carson Wealth (CWM LLC)’s iShares MSCI BIC ETF BKF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BKF Stock Details BKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.5K Hold
382
– – ﹤0.01% 4563
2025
Q4 		$17K Hold
382
– – ﹤0.01% 4251
2025
Q3 		$17K Hold
382
– – ﹤0.01% 4207
2025
Q2 		$16K Hold
382
– – ﹤0.01% 4029
2025
Q1 		$15K Buy
+382
New +$14.6K ﹤0.01% 3860

Other funds holding BKF

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CIS
Custom Index Systems New York $278M AUM 41.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares MSCI BIC ETF (BKF) position steady in Q1 2026 at 382 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4563.

Carson Wealth (CWM LLC) first reported a position in BKF in Q1 2025 and has held it in 5 quarters since. The position peaked at $17K in Q4 2025. 42 funds tracked by Wall St. Rank hold BKF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 382 shares of iShares MSCI BIC ETF worth $15.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares MSCI BIC ETF share count unchanged in Q1 2026.
  • iShares MSCI BIC ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4563 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI BIC ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI BIC ETF position peaked at $17K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q1 2026.

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