Carson Wealth (CWM LLC)’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-59	Closed	-$1K	–	4317
2022 Q3	$1K	Hold	59	–	–	﹤0.01%	3830
2022 Q2	$1K	Buy	+59	New	+$1.19K	﹤0.01%	3703
2022 Q1	–	Sell	-3,512	Closed	-$72K	–	3949
2021 Q4	$72K	Buy	+3,512	New	+$73.2K	﹤0.01%	1434

Other funds holding EMFM

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EMFM Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q4 2022, closing a stake of 59 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in EMFM in Q4 2021 and held it in 3 quarters. The position peaked at $72K in Q4 2021. 13 funds tracked by Wall St. Rank hold EMFM as of Q4 2022.

Carson Wealth (CWM LLC) reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q4 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 59 Global X MSCI Next Emerging & Frontier ETF shares in Q4 2022, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q4 2021 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Global X MSCI Next Emerging & Frontier ETF position peaked at $72K in Q4 2021.
13 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.