Carson Wealth (CWM LLC)
EPU icon

Carson Wealth (CWM LLC)’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EPU Stock Details EPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.7K Buy
+21
New +$1.77K ﹤0.01% 5316
2018
Q3 		– Sell
-118
Closed -$5K – 1875
2018
Q2 		$5K Buy
+118
New +$5.03K ﹤0.01% 1189

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Bank of Nova Scotia
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q1 2026: 21 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #5316 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in EPU as recently as Q2 2018.

Carson Wealth (CWM LLC) first reported a position in EPU in Q2 2018 and has held it in 2 quarters since. The position peaked at $5K in Q2 2018. 64 funds tracked by Wall St. Rank hold EPU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21 shares of iShares MSCI Peru and Global Exposure ETF worth $1.7K as of Q1 2026.
  • iShares MSCI Peru and Global Exposure ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5316 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2018 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Peru and Global Exposure ETF position peaked at $5K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2026.

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