Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EEMS Stock Details EEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-121
Closed -$7K – 4417
2023
Q4 		$7K Hold
121
– – ﹤0.01% 3335
2023
Q3 		$7K Hold
121
– – ﹤0.01% 3291
2023
Q2 		$6K Hold
121
– – ﹤0.01% 3337
2023
Q1 		$6K Hold
121
– – ﹤0.01% 3197
2022
Q4 		$6K Hold
121
– – ﹤0.01% 3067
2022
Q3 		$5K Hold
121
– – ﹤0.01% 3054
2022
Q2 		$6K Hold
121
– – ﹤0.01% 2871
2022
Q1 		$7K Hold
121
– – ﹤0.01% 2675
2021
Q4 		$7K Buy
+121
New +$7.38K ﹤0.01% 2540
2021
Q2 		$8K Hold
121
– – ﹤0.01% 2188
2021
Q1 		$8K Hold
121
– – ﹤0.01% 2188
2020
Q4 		$8K Hold
121
– – ﹤0.01% 2188
2020
Q3 		$8K Hold
121
– – ﹤0.01% 2188
2020
Q2 		$8K Hold
121
– – ﹤0.01% 2187
2020
Q1 		$8K Hold
121
– – ﹤0.01% 2187
2019
Q4 		$8K Hold
121
– – ﹤0.01% 2187
2019
Q3 		$8K Hold
121
– – ﹤0.01% 2187
2019
Q2 		$8K Hold
121
– – ﹤0.01% 2187
2019
Q1 		$8K Buy
+121
New +$5.34K ﹤0.01% 2187
2018
Q3 		– Sell
-163
Closed -$8K – 1870
2018
Q2 		$8K Buy
+163
New +$8.44K ﹤0.01% 1059

Other funds holding EEMS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $230M AUM 10.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EEMS Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2024, closing a stake of 121 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in EEMS in Q2 2018 and held it in 20 quarters. The position peaked at $8K in Q2 2021. 124 funds tracked by Wall St. Rank hold EEMS as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 121 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2024, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2018 and held it in 20 quarters.
  • Carson Wealth (CWM LLC)'s iShares MSCI Emerging Markets Small-Cap ETF position peaked at $8K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.