Carson Wealth (CWM LLC)’s iShares MSCI Israel ETF EIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$84.1K	Buy	725 +17	+2%	+$2.04K	﹤0.01%	3414
2025 Q4	$78K	Buy	708 +497	+236%	+$51.9K	﹤0.01%	3260
2025 Q3	$21K	Buy	+211	New	+$19.8K	﹤0.01%	4088
2024 Q2	–	Sell	-10	Closed	-$1K	–	4667
2024 Q1	$1K	Hold	10	–	–	﹤0.01%	4124
2023 Q4	$1K	Hold	10	–	–	﹤0.01%	3942
2023 Q3	$1K	Buy	+10	New	+$552	﹤0.01%	3967

Other funds holding EIS

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFO

Pioneer Family Office North Miami Beach, Florida $194M AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares MSCI Israel ETF (EIS) stake by 2.4% in Q1 2026, buying an estimated $2.04K and bringing the position to 725 shares worth $84.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3414.

Carson Wealth (CWM LLC) first reported a position in EIS in Q3 2023 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold EIS as of Q1 2026.

Carson Wealth (CWM LLC) held 725 shares of iShares MSCI Israel ETF worth $84.1K as of Q1 2026.
Carson Wealth (CWM LLC) bought 17 iShares MSCI Israel ETF shares in Q1 2026, an estimated $2.04K.
iShares MSCI Israel ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3414 holding.
Carson Wealth (CWM LLC) first reported a position in iShares MSCI Israel ETF in Q3 2023 and has held it in 6 quarters since.
171 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q1 2026.

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