Carson Wealth (CWM LLC)’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EDIV Stock Details EDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.6K	Hold	599	–	–	﹤0.01%	4309
2025 Q4	$23K	Buy	599 +29	+5%	+$1.13K	﹤0.01%	4084
2025 Q3	$22K	Buy	+570	New	+$22.1K	﹤0.01%	4061
2022 Q2	–	Sell	-48	Closed	-$1K	–	3863
2022 Q1	$1K	Sell	48 -736	-94%	-$22.1K	﹤0.01%	3330
2021 Q4	$23K	Buy	+784	New	+$23.3K	﹤0.01%	1911
2021 Q2	$1K	Hold	48	–	–	﹤0.01%	2777
2021 Q1	$1K	Hold	48	–	–	﹤0.01%	2777
2020 Q4	$1K	Hold	48	–	–	﹤0.01%	2777
2020 Q3	$1K	Hold	48	–	–	﹤0.01%	2776
2020 Q2	$1K	Hold	48	–	–	﹤0.01%	2776
2020 Q1	$1K	Hold	48	–	–	﹤0.01%	2775
2019 Q4	$1K	Hold	48	–	–	﹤0.01%	2775
2019 Q3	$1K	Hold	48	–	–	﹤0.01%	2775
2019 Q2	$1K	Hold	48	–	–	﹤0.01%	2775
2019 Q1	$1K	Sell	48 -11	-19%	-$348	﹤0.01%	2774
2018 Q4	$2K	Buy	+59	New	+$1.75K	﹤0.01%	1738

Other funds holding EDIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) position steady in Q1 2026 at 599 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4309.

Carson Wealth (CWM LLC) first reported a position in EDIV in Q4 2018 and has held it in 16 quarters since. 206 funds tracked by Wall St. Rank hold EDIV as of Q1 2026.

Carson Wealth (CWM LLC) held 599 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $23.6K as of Q1 2026.
Carson Wealth (CWM LLC) left its State Street SPDR S&P Emerging Markets Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Emerging Markets Dividend ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4309 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2018 and has held it in 16 quarters since.
206 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2026.

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