Carson Wealth (CWM LLC)
EMXC icon

Carson Wealth (CWM LLC)’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EMXC Stock Details EMXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.1M Sell
242,737
-41,701
-15% -$3.35M 0.05% 346
2025
Q4 		$20.7M Sell
284,438
-37,154
-12% -$2.64M 0.06% 306
2025
Q3 		$21.7M Buy
321,592
+13,331
+4% +$862K 0.07% 255
2025
Q2 		$19.5M Sell
308,261
-2,146,533
-87% -$125M 0.07% 244
2025
Q1 		$135M Sell
2,454,794
-348,929
-12% -$19.6M 0.54% 40
2024
Q4 		$155M Buy
2,803,723
+76,626
+3% +$4.5M 0.65% 33
2024
Q3 		$167M Buy
2,727,097
+445,639
+20% +$26.8M 0.72% 29
2024
Q2 		$135M Sell
2,281,458
-43,347
-2% -$2.5M 0.64% 32
2024
Q1 		$134M Buy
2,324,805
+888,232
+62% +$49.4M 0.65% 31
2023
Q4 		$79.6M Buy
1,436,573
+1,429,986
+21,709% +$73.7M 0.43% 44
2023
Q3 		$328K Buy
6,587
+5,703
+645% +$296K ﹤0.01% 1129
2023
Q2 		$46K Buy
884
+34
+4% +$1.72K ﹤0.01% 2055
2023
Q1 		$42K Sell
850
-140
-14% -$6.91K ﹤0.01% 1985
2022
Q4 		$47K Buy
990
+140
+16% +$6.67K ﹤0.01% 1775
2022
Q3 		$38K Hold
850
– – ﹤0.01% 1797
2022
Q2 		$41K Hold
850
– – ﹤0.01% 1709
2022
Q1 		$49K Hold
850
– – ﹤0.01% 1620
2021
Q4 		$52K Buy
+850
New +$51.7K ﹤0.01% 1554
2021
Q2 		$53K Hold
850
– – ﹤0.01% 1376
2021
Q1 		$53K Hold
850
– – ﹤0.01% 1376
2020
Q4 		$53K Hold
850
– – ﹤0.01% 1376
2020
Q3 		$53K Hold
850
– – ﹤0.01% 1376
2020
Q2 		$53K Hold
850
– – ﹤0.01% 1376
2020
Q1 		$53K Hold
850
– – ﹤0.01% 1376
2019
Q4 		$53K Hold
850
– – ﹤0.01% 1376
2019
Q3 		$53K Hold
850
– – ﹤0.01% 1376
2019
Q2 		$53K Hold
850
– – ﹤0.01% 1376
2019
Q1 		$53K Buy
+850
New +$41.1K ﹤0.01% 1376

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 15% in Q1 2026, selling an estimated $3.35M and leaving 242,737 shares worth $19.1M. The position accounts for 0.05% of the portfolio, ranked #346.

Carson Wealth (CWM LLC) first reported a position in EMXC in Q1 2019 and has held it in 28 quarters since. The position peaked at $167M in Q3 2024. 927 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 242,737 shares of iShares MSCI Emerging Markets ex China ETF worth $19.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 41,701 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $3.35M.
  • iShares MSCI Emerging Markets ex China ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #346 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Emerging Markets ex China ETF position peaked at $167M in Q3 2024.
  • 927 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

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