Carson Wealth (CWM LLC)
EEM icon

Carson Wealth (CWM LLC)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.34M Buy
58,837
+11,044
+23% +$650K 0.01% 981
2025
Q4 		$2.62M Buy
47,793
+8,526
+22% +$464K 0.01% 1043
2025
Q3 		$2.1M Buy
39,267
+778
+2% +$39.1K 0.01% 1071
2025
Q2 		$1.86M Sell
38,489
-495
-1% -$22.3K 0.01% 982
2025
Q1 		$1.7M Buy
38,984
+1,880
+5% +$81.7K 0.01% 881
2024
Q4 		$1.55M Sell
37,104
-1,814
-5% -$80.4K 0.01% 885
2024
Q3 		$1.78M Sell
38,918
-206
-0.5% -$8.88K 0.01% 755
2024
Q2 		$1.67M Sell
39,124
-2,436
-6% -$102K 0.01% 693
2024
Q1 		$1.71M Buy
41,560
+14,043
+51% +$559K 0.01% 670
2023
Q4 		$1.11M Buy
27,517
+1,331
+5% +$51.4K 0.01% 764
2023
Q3 		$994K Buy
26,186
+2,912
+13% +$115K 0.01% 755
2023
Q2 		$921K Buy
23,274
+7,142
+44% +$281K 0.01% 743
2023
Q1 		$637K Sell
16,132
-9,557
-37% -$380K ﹤0.01% 815
2022
Q4 		$974K Sell
25,689
-347
-1% -$12.8K 0.01% 625
2022
Q3 		$908K Sell
26,036
-8,427
-24% -$329K 0.01% 586
2022
Q2 		$1.38M Buy
34,463
+10,691
+45% +$448K 0.01% 478
2022
Q1 		$1.07M Sell
23,772
-948
-4% -$44.7K 0.01% 543
2021
Q4 		$1.21M Buy
+24,720
New +$1.24M 0.01% 539
2021
Q2 		$1.36M Hold
24,659
– – 0.01% 515
2021
Q1 		$1.36M Hold
24,659
– – 0.01% 515
2020
Q4 		$1.36M Hold
24,659
– – 0.01% 515
2020
Q3 		$1.36M Hold
24,659
– – 0.01% 515
2020
Q2 		$1.36M Hold
24,659
– – 0.01% 515
2020
Q1 		$1.36M Hold
24,659
– – 0.01% 515
2019
Q4 		$1.36M Hold
24,659
– – 0.01% 515
2019
Q3 		$1.36M Hold
24,659
– – 0.01% 515
2019
Q2 		$1.36M Hold
24,659
– – 0.01% 515
2019
Q1 		$1.36M Sell
24,659
-76
-0.3% -$3.2K 0.01% 515
2018
Q4 		$966K Buy
24,735
+8,761
+55% +$351K 0.02% 377
2018
Q3 		$686K Sell
15,974
-183,576
-92% -$7.92M 0.02% 347
2018
Q2 		$8.65M Buy
199,550
+9,133
+5% +$423K 0.28% 91
2018
Q1 		$9.19M Sell
190,417
-37,839
-17% -$1.86M 0.37% 67
2017
Q4 		$10.8M Buy
228,256
+176,693
+343% +$8.18M 0.48% 53
2017
Q3 		$2.31M Sell
51,563
-652
-1% -$28.7K 0.11% 136
2017
Q2 		$2.16M Buy
52,215
+47,500
+1,007% +$1.93M 0.11% 146
2017
Q1 		$186K Buy
4,715
+46
+1% +$1.75K 0.01% 297
2016
Q4 		$163K Buy
4,669
+338
+8% +$12.2K 0.01% 288
2016
Q3 		$162K Sell
4,331
-280
-6% -$10.2K 0.01% 282
2016
Q2 		$158K Sell
4,611
-184
-4% -$6.18K 0.01% 259
2016
Q1 		$164K Buy
4,795
+1,950
+69% +$60.4K 0.01% 242
2015
Q4 		$92K Buy
+2,845
New +$97.6K 0.01% 265

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares MSCI Emerging Markets ETF (EEM) stake by 23% in Q1 2026, buying an estimated $650K and bringing the position to 58,837 shares worth $3.34M. The position accounts for 0.01% of the portfolio, ranked #981.

Carson Wealth (CWM LLC) first reported a position in EEM in Q4 2015 and has held it in 41 quarters since. The position peaked at $10.8M in Q4 2017. 1,616 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 58,837 shares of iShares MSCI Emerging Markets ETF worth $3.34M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,044 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $650K.
  • iShares MSCI Emerging Markets ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #981 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Emerging Markets ETF position peaked at $10.8M in Q4 2017.
  • 1,616 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

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