Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$318K Sell
8,691
-1,193
-12% -$45K ﹤0.01% 2343
2025
Q4 		$355K Sell
9,884
-1,532
-13% -$54.2K ﹤0.01% 2148
2025
Q3 		$399K Buy
11,416
+9,508
+498% +$318K ﹤0.01% 1927
2025
Q2 		$62K Buy
1,908
+1,833
+2,444% +$56.4K ﹤0.01% 3102
2025
Q1 		$2K Hold
75
– – ﹤0.01% 4737
2024
Q4 		$2K Buy
+75
New +$2.19K ﹤0.01% 4520
2023
Q2 		– Sell
-3,478
Closed -$89K – 4212
2023
Q1 		$89K Sell
3,478
-116
-3% -$2.95K ﹤0.01% 1553
2022
Q4 		$86K Buy
3,594
+116
+3% +$2.7K ﹤0.01% 1443
2022
Q3 		$74K Hold
3,478
– – ﹤0.01% 1474
2022
Q2 		$83K Buy
3,478
+277
+9% +$7.07K ﹤0.01% 1387
2022
Q1 		$88K Hold
3,201
– – ﹤0.01% 1371
2021
Q4 		$94K Buy
+3,201
New +$94.5K ﹤0.01% 1318
2021
Q2 		$97K Hold
3,201
– – ﹤0.01% 1153
2021
Q1 		$97K Hold
3,201
– – ﹤0.01% 1153
2020
Q4 		$97K Hold
3,201
– – ﹤0.01% 1153
2020
Q3 		$97K Hold
3,201
– – ﹤0.01% 1153
2020
Q2 		$97K Hold
3,201
– – ﹤0.01% 1153
2020
Q1 		$97K Hold
3,201
– – ﹤0.01% 1153
2019
Q4 		$97K Hold
3,201
– – ﹤0.01% 1153
2019
Q3 		$97K Sell
3,201
-1,601
-33% -$38.3K ﹤0.01% 1153
2019
Q2 		$97K Hold
4,802
– – ﹤0.01% 1153
2019
Q1 		$97K Buy
+4,802
New +$113K ﹤0.01% 1153
2016
Q1 		– Sell
-156
Closed -$3K – 762
2015
Q4 		$3K Buy
+156
New +$3.32K ﹤0.01% 568

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 12% in Q1 2026, selling an estimated $45K and leaving 8,691 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Carson Wealth (CWM LLC) first reported a position in CWI in Q4 2015 and has held it in 23 quarters since. The position peaked at $399K in Q3 2025. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,691 shares of State Street SPDR MSCI ACWI ex-US ETF worth $318K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,193 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $45K.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2343 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2015 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR MSCI ACWI ex-US ETF position peaked at $399K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

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