Carson Wealth (CWM LLC)
EWA icon

Carson Wealth (CWM LLC)’s iShares MSCI Australia ETF EWA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.5K Hold
739
– – ﹤0.01% 4396
2025
Q4 		$19K Buy
739
+46
+7% +$1.22K ﹤0.01% 4195
2025
Q3 		$19K Hold
693
– – ﹤0.01% 4149
2025
Q2 		$18K Sell
693
-1,030
-60% -$25.7K ﹤0.01% 3972
2025
Q1 		$40K Sell
1,723
-1,281
-43% -$31.1K ﹤0.01% 3159
2024
Q4 		$72K Buy
3,004
+2,311
+333% +$59.4K ﹤0.01% 2506
2024
Q3 		$19K Hold
693
– – ﹤0.01% 3387
2024
Q2 		$17K Hold
693
– – ﹤0.01% 3213
2024
Q1 		$17K Hold
693
– – ﹤0.01% 3007
2023
Q4 		$17K Hold
693
– – ﹤0.01% 2869
2023
Q3 		$15K Sell
693
-680
-50% -$15.1K ﹤0.01% 2868
2023
Q2 		$31K Buy
1,373
+680
+98% +$15.6K ﹤0.01% 2337
2023
Q1 		$16K Sell
693
-7
-1% -$164 ﹤0.01% 2644
2022
Q4 		$16K Hold
700
– – ﹤0.01% 2507
2022
Q3 		$14K Buy
700
+123
+21% +$2.67K ﹤0.01% 2461
2022
Q2 		$12K Sell
577
-9
-2% -$217 ﹤0.01% 2460
2022
Q1 		$15K Sell
586
-14
-2% -$342 ﹤0.01% 2249
2021
Q4 		$15K Buy
+600
New +$15.3K ﹤0.01% 2133
2021
Q2 		$15K Hold
586
– – ﹤0.01% 1921
2021
Q1 		$15K Hold
586
– – ﹤0.01% 1921
2020
Q4 		$15K Hold
586
– – ﹤0.01% 1921
2020
Q3 		$15K Hold
586
– – ﹤0.01% 1921
2020
Q2 		$15K Hold
586
– – ﹤0.01% 1921
2020
Q1 		$15K Hold
586
– – ﹤0.01% 1921
2019
Q4 		$15K Hold
586
– – ﹤0.01% 1921
2019
Q3 		$15K Hold
586
– – ﹤0.01% 1921
2019
Q2 		$15K Hold
586
– – ﹤0.01% 1921
2019
Q1 		$15K Sell
586
-441
-43% -$9.19K ﹤0.01% 1921
2018
Q4 		$20K Sell
1,027
-3,798
-79% -$78K ﹤0.01% 1138
2018
Q3 		$107K Sell
4,825
-442
-8% -$9.95K ﹤0.01% 611
2018
Q2 		$119K Sell
5,267
-3,056
-37% -$68.8K ﹤0.01% 495
2018
Q1 		$183K Sell
8,323
-16,016
-66% -$369K 0.01% 373
2017
Q4 		$564K Sell
24,339
-213,825
-90% -$4.88M 0.03% 261
2017
Q3 		$5.34M Buy
+238,164
New +$5.36M 0.25% 76

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
AGDI
Absolute Gestao de Investimentos Sao Paulo, Brazil $877M AUM 57.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares MSCI Australia ETF (EWA) position steady in Q1 2026 at 739 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4396.

Carson Wealth (CWM LLC) first reported a position in EWA in Q3 2017 and has held it in 34 quarters since. The position peaked at $5.34M in Q3 2017. 181 funds tracked by Wall St. Rank hold EWA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 739 shares of iShares MSCI Australia ETF worth $20.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares MSCI Australia ETF share count unchanged in Q1 2026.
  • iShares MSCI Australia ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4396 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Australia ETF in Q3 2017 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Australia ETF position peaked at $5.34M in Q3 2017.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2026.

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