Carson Wealth (CWM LLC)
EMXF icon

Carson Wealth (CWM LLC)’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EMXF Stock Details EMXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,768
Closed -$76K – 3607
2021
Q4 		$76K Buy
+1,768
New +$77.4K ﹤0.01% 1410
2021
Q2 		$81K Hold
1,742
– – ﹤0.01% 1205
2021
Q1 		$81K Hold
1,742
– – ﹤0.01% 1205
2020
Q4 		$81K Buy
+1,742
New +$68.8K ﹤0.01% 1205

Other funds holding EMXF

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EMXF Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q1 2022, closing a stake of 1,768 shares — an estimated $76K sold.

Carson Wealth (CWM LLC) first reported a position in EMXF in Q4 2020 and held it in 4 quarters. The position peaked at $81K in Q2 2021. 21 funds tracked by Wall St. Rank hold EMXF as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,768 iShares ESG Advanced MSCI EM ETF shares in Q1 2022, an estimated $76K.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2020 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s iShares ESG Advanced MSCI EM ETF position peaked at $81K in Q2 2021.
  • 21 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.