Carson Wealth (CWM LLC)
EMD

Carson Wealth (CWM LLC)’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22K Buy
2,235
+386
+21% +$4.14K ﹤0.01% 4351
2025
Q4 		$20K Buy
1,849
+18
+1% +$190 ﹤0.01% 4164
2025
Q3 		$19K Buy
1,831
+479
+35% +$4.91K ﹤0.01% 4147
2025
Q2 		$14K Hold
1,352
– – ﹤0.01% 4110
2025
Q1 		$13K Hold
1,352
– – ﹤0.01% 3951
2024
Q4 		$13K Hold
1,352
– – ﹤0.01% 3705
2024
Q3 		$14K Buy
+1,352
New +$13.2K ﹤0.01% 3579
2023
Q3 		– Sell
-570
Closed -$5K – 4263
2023
Q2 		$5K Buy
+570
New +$4.94K ﹤0.01% 3430
2023
Q1 		– Sell
-3,476
Closed -$32K – 4128
2022
Q4 		$32K Buy
3,476
+3,205
+1,183% +$27.4K ﹤0.01% 2039
2022
Q3 		$2K Hold
271
– – ﹤0.01% 3445
2022
Q2 		$2K Buy
+271
New +$2.61K ﹤0.01% 3320
2022
Q1 		– Sell
-65
Closed -$1K – 3605
2021
Q4 		$1K Buy
+65
New +$864 ﹤0.01% 3287
2021
Q2 		$3K Hold
194
– – ﹤0.01% 2513
2021
Q1 		$3K Hold
194
– – ﹤0.01% 2513
2020
Q4 		$3K Hold
194
– – ﹤0.01% 2513
2020
Q3 		$3K Hold
194
– – ﹤0.01% 2513
2020
Q2 		$3K Hold
194
– – ﹤0.01% 2512
2020
Q1 		$3K Hold
194
– – ﹤0.01% 2511
2019
Q4 		$3K Hold
194
– – ﹤0.01% 2510
2019
Q3 		$3K Hold
194
– – ﹤0.01% 2510
2019
Q2 		$3K Hold
194
– – ﹤0.01% 2510
2019
Q1 		$3K Sell
194
-63,099
-100% -$853K ﹤0.01% 2510
2018
Q4 		$778K Buy
+63,293
New +$799K 0.02% 395

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Western Asset Emerging Markets Debt Fund (EMD) stake by 21% in Q1 2026, buying an estimated $4.14K and bringing the position to 2,235 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #4351.

Carson Wealth (CWM LLC) first reported a position in EMD in Q4 2018 and has held it in 23 quarters since. The position peaked at $778K in Q4 2018. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,235 shares of Western Asset Emerging Markets Debt Fund worth $22K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 386 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $4.14K.
  • Western Asset Emerging Markets Debt Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4351 holding.
  • Carson Wealth (CWM LLC) first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2018 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Western Asset Emerging Markets Debt Fund position peaked at $778K in Q4 2018.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

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