Carson Wealth (CWM LLC)’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EWH Stock Details EWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$500	Hold	22	–	–	﹤0.01%	5463
2025 Q4	$0	Buy	+22	New	+$479	﹤0.01%	5438
2025 Q1	–	Sell	-181	Closed	-$3K	–	5094
2024 Q4	$3K	Buy	+181	New	+$3.21K	﹤0.01%	4400
2023 Q1	–	Sell	-77	Closed	-$2K	–	4135
2022 Q4	$2K	Buy	77 +1	+1%	+$19	﹤0.01%	3539
2022 Q3	$1K	Hold	76	–	–	﹤0.01%	3645
2022 Q2	$2K	Buy	+76	New	+$1.65K	﹤0.01%	3325
2022 Q1	–	Sell	-11	Closed	–	–	3615
2021 Q4	$0	Buy	+11	New	+$264	﹤0.01%	3532
2021 Q2	$24K	Hold	906	–	–	﹤0.01%	1704
2021 Q1	$24K	Hold	906	–	–	﹤0.01%	1704
2020 Q4	$24K	Hold	906	–	–	﹤0.01%	1704
2020 Q3	$24K	Hold	906	–	–	﹤0.01%	1704
2020 Q2	$24K	Hold	906	–	–	﹤0.01%	1704
2020 Q1	$24K	Hold	906	–	–	﹤0.01%	1704
2019 Q4	$24K	Hold	906	–	–	﹤0.01%	1704
2019 Q3	$24K	Hold	906	–	–	﹤0.01%	1704
2019 Q2	$24K	Hold	906	–	–	﹤0.01%	1704
2019 Q1	$24K	Buy	+906	New	+$22.6K	﹤0.01%	1704
2018 Q4	–	Sell	-17	Closed	–	–	2126
2018 Q3	$0	Buy	+17	New	+$409	﹤0.01%	1881

Other funds holding EWH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares MSCI Hong Kong ETF (EWH) position steady in Q1 2026 at 22 shares worth $500. The position accounts for ﹤0.01% of the portfolio, ranked #5463.

Carson Wealth (CWM LLC) first reported a position in EWH in Q3 2018 and has held it in 18 quarters since. The position peaked at $24K in Q2 2021. 117 funds tracked by Wall St. Rank hold EWH as of Q1 2026.

Carson Wealth (CWM LLC) held 22 shares of iShares MSCI Hong Kong ETF worth $500 as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares MSCI Hong Kong ETF share count unchanged in Q1 2026.
iShares MSCI Hong Kong ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5463 holding.
Carson Wealth (CWM LLC) first reported a position in iShares MSCI Hong Kong ETF in Q3 2018 and has held it in 18 quarters since.
Carson Wealth (CWM LLC)'s iShares MSCI Hong Kong ETF position peaked at $24K in Q2 2021.
117 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2026.

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