Carson Wealth (CWM LLC)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.15M	Sell	33,542 -522,109	-94%	-$50.2M	0.01%	1009
2025 Q4	$53.5M	Buy	555,651 +9,547	+2%	+$917K	0.15%	135
2025 Q3	$52M	Buy	546,104 +1,528	+0.3%	+$143K	0.16%	126
2025 Q2	$50.4M	Sell	544,576 -10,160	-2%	-$915K	0.18%	112
2025 Q1	$50.3M	Sell	554,736 -13,537	-2%	-$1.23M	0.2%	104
2024 Q4	$50.6M	Sell	568,273 -15,371	-3%	-$1.4M	0.21%	94
2024 Q3	$54.6M	Sell	583,644 -18,257	-3%	-$1.66M	0.23%	84
2024 Q2	$53.3M	Sell	601,901 -219,558	-27%	-$19.5M	0.25%	76
2024 Q1	$73.7M	Sell	821,459 -32,295	-4%	-$2.84M	0.36%	49
2023 Q4	$76M	Buy	853,754 +120,723	+16%	+$10.2M	0.41%	48
2023 Q3	$60.5M	Sell	733,031 -59,256	-7%	-$5.05M	0.37%	52
2023 Q2	$68.6M	Sell	792,287 -335,215	-30%	-$28.6M	0.42%	43
2023 Q1	$97.3M	Buy	1,127,502 +1,086,440	+2,646%	+$93.6M	0.66%	28
2022 Q4	$3.47M	Sell	41,062 -5,607	-12%	-$463K	0.03%	371
2022 Q3	$3.71M	Buy	46,669 +4,575	+11%	+$391K	0.03%	327
2022 Q2	$3.59M	Sell	42,094 -3,700	-8%	-$334K	0.03%	335
2022 Q1	$4.48M	Buy	45,794 +1,604	+4%	+$163K	0.03%	307
2021 Q4	$4.82M	Buy	+44,190	New	+$4.82M	0.03%	303
2021 Q2	$164K	Hold	1,456	–	–	﹤0.01%	969
2021 Q1	$164K	Hold	1,456	–	–	﹤0.01%	969
2020 Q4	$164K	Hold	1,456	–	–	﹤0.01%	969
2020 Q3	$164K	Hold	1,456	–	–	﹤0.01%	969
2020 Q2	$164K	Hold	1,456	–	–	﹤0.01%	969
2020 Q1	$164K	Hold	1,456	–	–	﹤0.01%	969
2019 Q4	$164K	Hold	1,456	–	–	﹤0.01%	969
2019 Q3	$164K	Hold	1,456	–	–	﹤0.01%	969
2019 Q2	$164K	Hold	1,456	–	–	﹤0.01%	969
2019 Q1	$164K	Sell	1,456 -401,224	-100%	-$43.3M	﹤0.01%	969
2018 Q4	$41.8M	Buy	402,680 +135,355	+51%	+$14.2M	1.04%	16
2018 Q3	$28.8M	Buy	267,325 +66,792	+33%	+$7.17M	0.74%	25
2018 Q2	$21.4M	Buy	200,533 +3,002	+2%	+$328K	0.7%	40
2018 Q1	$22.3M	Buy	197,531 +49,943	+34%	+$5.67M	0.89%	33
2017 Q4	$17.1M	Buy	147,588 +34,481	+30%	+$3.99M	0.76%	38
2017 Q3	$13.2M	Buy	113,107 +26,971	+31%	+$3.12M	0.62%	45
2017 Q2	$9.85M	Buy	86,136 +19,262	+29%	+$2.21M	0.5%	51
2017 Q1	$7.6M	Sell	66,874 -45,162	-40%	-$5.09M	0.43%	50
2016 Q4	$12.3M	Buy	112,036 +48,028	+75%	+$5.39M	0.76%	39
2016 Q3	$7.5M	Buy	64,008 +11,031	+21%	+$1.29M	0.52%	59
2016 Q2	$6.1M	Buy	52,977 +32,402	+157%	+$3.61M	0.44%	72
2016 Q1	$2.27M	Buy	20,575 +17,811	+644%	+$1.9M	0.2%	130
2015 Q4	$292K	Buy	2,764 +2,749	+18,327%	+$296K	0.03%	202
2015 Q3	$2K	Buy	+15	New	+$1.63K	﹤0.01%	575

Other funds holding EMB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Carson Wealth (CWM LLC) reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 94% in Q1 2026, selling an estimated $50.2M and leaving 33,542 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #1009.

Carson Wealth (CWM LLC) first reported a position in EMB in Q3 2015 and has held it in 42 quarters since. The position peaked at $97.3M in Q1 2023. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Carson Wealth (CWM LLC) held 33,542 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.15M as of Q1 2026.
Carson Wealth (CWM LLC) sold 522,109 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $50.2M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1009 holding.
Carson Wealth (CWM LLC) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2015 and has held it in 42 quarters since.
Carson Wealth (CWM LLC)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $97.3M in Q1 2023.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

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