Carson Wealth (CWM LLC)
EMKT

Carson Wealth (CWM LLC)’s Lazard Emerging Markets Opportunities ETF EMKT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EMKT Stock Details EMKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.5K Hold
1,144
– – ﹤0.01% 4175
2025
Q4 		$29K Buy
+1,144
New +$28.4K ﹤0.01% 3980

Other funds holding EMKT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Lazard Emerging Markets Opportunities ETF (EMKT) position steady in Q1 2026 at 1,144 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4175.

Carson Wealth (CWM LLC) first reported a position in EMKT in Q4 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold EMKT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,144 shares of Lazard Emerging Markets Opportunities ETF worth $29.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Lazard Emerging Markets Opportunities ETF share count unchanged in Q1 2026.
  • Lazard Emerging Markets Opportunities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4175 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lazard Emerging Markets Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Lazard Emerging Markets Opportunities ETF as of Q1 2026.

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