Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Davis Select Worldwide ETF DWLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DWLD Stock Details DWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65.9K Hold
1,505
– – ﹤0.01% 3606
2025
Q4 		$70K Buy
1,505
+20
+1% +$911 ﹤0.01% 3357
2025
Q3 		$67K Hold
1,485
– – ﹤0.01% 3286
2025
Q2 		$62K Buy
1,485
+200
+16% +$7.7K ﹤0.01% 3103
2025
Q1 		$48K Hold
1,285
– – ﹤0.01% 3023
2024
Q4 		$47K Buy
1,285
+4
+0.3% +$153 ﹤0.01% 2845
2024
Q3 		$49K Hold
1,281
– – ﹤0.01% 2702
2024
Q2 		$43K Sell
1,281
-34
-3% -$1.14K ﹤0.01% 2578
2024
Q1 		$43K Sell
1,315
-41
-3% -$1.25K ﹤0.01% 2392
2023
Q4 		$40K Buy
1,356
+993
+274% +$27.9K ﹤0.01% 2316
2023
Q3 		$10K Hold
363
– – ﹤0.01% 3125
2023
Q2 		$10K Hold
363
– – ﹤0.01% 3068
2023
Q1 		$10K Sell
363
-33
-8% -$888 ﹤0.01% 2937
2022
Q4 		$10K Hold
396
– – ﹤0.01% 2789
2022
Q3 		$9K Hold
396
– – ﹤0.01% 2739
2022
Q2 		$10K Sell
396
-155
-28% -$3.9K ﹤0.01% 2571
2022
Q1 		$15K Sell
551
-75
-12% -$2.14K ﹤0.01% 2248
2021
Q4 		$18K Buy
+626
New +$19K ﹤0.01% 2045
2021
Q2 		$132K Hold
3,864
– – ﹤0.01% 1038
2021
Q1 		$132K Hold
3,864
– – ﹤0.01% 1038
2020
Q4 		$132K Hold
3,864
– – ﹤0.01% 1038
2020
Q3 		$132K Hold
3,864
– – ﹤0.01% 1038
2020
Q2 		$132K Hold
3,864
– – ﹤0.01% 1038
2020
Q1 		$132K Hold
3,864
– – ﹤0.01% 1038
2019
Q4 		$132K Hold
3,864
– – ﹤0.01% 1038
2019
Q3 		$132K Hold
3,864
– – ﹤0.01% 1038
2019
Q2 		$132K Hold
3,864
– – ﹤0.01% 1038
2019
Q1 		$132K Sell
3,864
-61,194
-94% -$1.36M ﹤0.01% 1038
2018
Q4 		$1.27M Buy
65,058
+1,089
+2% +$24.3K 0.03% 336
2018
Q3 		$1.64M Buy
63,969
+21,964
+52% +$576K 0.04% 270
2018
Q2 		$1.1M Buy
42,005
+36,567
+672% +$970K 0.04% 267
2018
Q1 		$141K Buy
5,438
+5,391
+11,470% +$146K 0.01% 406
2017
Q4 		$1K Buy
+47
New +$1.19K ﹤0.01% 1342

Other funds holding DWLD

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Davis Select Worldwide ETF (DWLD) position steady in Q1 2026 at 1,505 shares worth $65.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3606.

Carson Wealth (CWM LLC) first reported a position in DWLD in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.64M in Q3 2018. 62 funds tracked by Wall St. Rank hold DWLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,505 shares of Davis Select Worldwide ETF worth $65.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Davis Select Worldwide ETF share count unchanged in Q1 2026.
  • Davis Select Worldwide ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3606 holding.
  • Carson Wealth (CWM LLC) first reported a position in Davis Select Worldwide ETF in Q4 2017 and has held it in 33 quarters since.
  • Carson Wealth (CWM LLC)'s Davis Select Worldwide ETF position peaked at $1.64M in Q3 2018.
  • 62 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q1 2026.

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