Carson Wealth (CWM LLC)
ECNS icon

Carson Wealth (CWM LLC)’s iShares MSCI China Small-Cap ETF ECNS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ECNS Stock Details ECNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.6K Hold
849
– – ﹤0.01% 4224
2025
Q4 		$28K Hold
849
– – ﹤0.01% 3982
2025
Q3 		$34K Buy
849
+848
+84,800% +$30.8K ﹤0.01% 3799
2025
Q2 		$0 Hold
1
– – ﹤0.01% 5158
2025
Q1 		$0 Hold
1
– – ﹤0.01% 5092
2024
Q4 		$0 Hold
1
– – ﹤0.01% 4965
2024
Q3 		$0 Hold
1
– – ﹤0.01% 4897
2024
Q2 		$0 Hold
1
– – ﹤0.01% 4664
2024
Q1 		$0 Buy
+1
New +$23 ﹤0.01% 4414
2023
Q4 		– Sell
-1
Closed – – 4225
2023
Q3 		$0 Hold
1
– – ﹤0.01% 4254
2023
Q2 		$0 Hold
1
– – ﹤0.01% 4231
2023
Q1 		$0 Hold
1
– – ﹤0.01% 4122
2022
Q4 		$0 Hold
1
– – ﹤0.01% 4033
2022
Q3 		$0 Hold
1
– – ﹤0.01% 3971
2022
Q2 		$0 Hold
1
– – ﹤0.01% 3861
2022
Q1 		$0 Hold
1
– – ﹤0.01% 3599
2021
Q4 		$0 Buy
+1
New +$50 ﹤0.01% 3523
2021
Q2 		$203K Hold
3,520
– – ﹤0.01% 900
2021
Q1 		$203K Hold
3,520
– – ﹤0.01% 900
2020
Q4 		$203K Hold
3,520
– – ﹤0.01% 900
2020
Q3 		$203K Hold
3,520
– – ﹤0.01% 900
2020
Q2 		$203K Hold
3,520
– – ﹤0.01% 900
2020
Q1 		$203K Hold
3,520
– – ﹤0.01% 900
2019
Q4 		$203K Hold
3,520
– – ﹤0.01% 900
2019
Q3 		$203K Hold
3,520
– – ﹤0.01% 900
2019
Q2 		$203K Hold
3,520
– – ﹤0.01% 900
2019
Q1 		$203K Buy
+3,520
New +$151K ﹤0.01% 900

Other funds holding ECNS

GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares MSCI China Small-Cap ETF (ECNS) position steady in Q1 2026 at 849 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4224.

Carson Wealth (CWM LLC) first reported a position in ECNS in Q1 2019 and has held it in 27 quarters since. The position peaked at $203K in Q2 2021. 22 funds tracked by Wall St. Rank hold ECNS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 849 shares of iShares MSCI China Small-Cap ETF worth $27.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares MSCI China Small-Cap ETF share count unchanged in Q1 2026.
  • iShares MSCI China Small-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4224 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI China Small-Cap ETF in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI China Small-Cap ETF position peaked at $203K in Q2 2021.
  • 22 funds tracked by Wall St. Rank held iShares MSCI China Small-Cap ETF as of Q1 2026.

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