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

Carson Wealth (CWM LLC)’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236K Sell
2,462
-1,469
-37% -$147K ﹤0.01% 2586
2025
Q4 		$370K Buy
3,931
+1,288
+49% +$120K ﹤0.01% 2116
2025
Q3 		$242K Buy
2,643
+2,610
+7,909% +$225K ﹤0.01% 2293
2025
Q2 		$3K Buy
33
+6
+22% +$457 ﹤0.01% 4758
2025
Q1 		$2K Sell
27
-19
-41% -$1.4K ﹤0.01% 4742
2024
Q4 		$3K Sell
46
-18
-28% -$1.36K ﹤0.01% 4397
2024
Q3 		$5K Sell
64
-130
-67% -$9.49K ﹤0.01% 4087
2024
Q2 		$14K Sell
194
-6
-3% -$423 ﹤0.01% 3335
2024
Q1 		$14K Buy
200
+114
+133% +$7.46K ﹤0.01% 3128
2023
Q4 		$6K Hold
86
– – ﹤0.01% 3412
2023
Q3 		$5K Hold
86
– – ﹤0.01% 3440
2023
Q2 		$6K Sell
86
-19
-18% -$1.25K ﹤0.01% 3336
2023
Q1 		$7K Sell
105
-27
-20% -$1.81K ﹤0.01% 3131
2022
Q4 		$8K Sell
132
-127
-49% -$7.67K ﹤0.01% 2921
2022
Q3 		$15K Buy
259
+173
+201% +$11.3K ﹤0.01% 2415
2022
Q2 		$6K Hold
86
– – ﹤0.01% 2870
2022
Q1 		$6K Hold
86
– – ﹤0.01% 2733
2021
Q4 		$7K Buy
+86
New +$7.27K ﹤0.01% 2539
2021
Q2 		$8K Hold
86
– – ﹤0.01% 2187
2021
Q1 		$8K Hold
86
– – ﹤0.01% 2187
2020
Q4 		$8K Hold
86
– – ﹤0.01% 2187
2020
Q3 		$8K Hold
86
– – ﹤0.01% 2187
2020
Q2 		$8K Hold
86
– – ﹤0.01% 2186
2020
Q1 		$8K Hold
86
– – ﹤0.01% 2186
2019
Q4 		$8K Hold
86
– – ﹤0.01% 2186
2019
Q3 		$8K Hold
86
– – ﹤0.01% 2186
2019
Q2 		$8K Hold
86
– – ﹤0.01% 2186
2019
Q1 		$8K Buy
+86
New +$5.61K ﹤0.01% 2186

Other funds holding EEMA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares MSCI Emerging Markets Asia ETF (EEMA) stake by 37% in Q1 2026, selling an estimated $147K and leaving 2,462 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Carson Wealth (CWM LLC) first reported a position in EEMA in Q1 2019 and has held it in 28 quarters since. The position peaked at $370K in Q4 2025. 162 funds tracked by Wall St. Rank hold EEMA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,462 shares of iShares MSCI Emerging Markets Asia ETF worth $236K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,469 iShares MSCI Emerging Markets Asia ETF shares in Q1 2026, an estimated $147K.
  • iShares MSCI Emerging Markets Asia ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2586 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Emerging Markets Asia ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Emerging Markets Asia ETF position peaked at $370K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q1 2026.

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