Carson Wealth (CWM LLC)
BKIE icon

Carson Wealth (CWM LLC)’s BNY Mellon International Equity ETF BKIE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BKIE Stock Details BKIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-368
Closed -$34K – 5687
2025
Q4 		$34K Buy
+368
New +$33.4K ﹤0.01% 3863
2023
Q4 		– Sell
-1
Closed – – 4142
2023
Q3 		$0 Buy
+1
New +$68 ﹤0.01% 4188

Other funds holding BKIE

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of BNY Mellon International Equity ETF (BKIE) in Q1 2026, closing a stake of 368 shares — an estimated $34K sold.

Carson Wealth (CWM LLC) first reported a position in BKIE in Q3 2023 and held it in 2 quarters. The position peaked at $34K in Q4 2025. 77 funds tracked by Wall St. Rank hold BKIE as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining BNY Mellon International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 368 BNY Mellon International Equity ETF shares in Q1 2026, an estimated $34K.
  • Carson Wealth (CWM LLC) first reported a position in BNY Mellon International Equity ETF in Q3 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s BNY Mellon International Equity ETF position peaked at $34K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held BNY Mellon International Equity ETF as of Q1 2026.

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