Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI Taiwan ETF EWT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EWT Stock Details EWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.6K Hold
121
– – ﹤0.01% 4832
2025
Q4 		$8K Buy
121
+26
+27% +$1.67K ﹤0.01% 4632
2025
Q3 		$6K Hold
95
– – ﹤0.01% 4669
2025
Q2 		$5K Hold
95
– – ﹤0.01% 4606
2025
Q1 		$5K Hold
95
– – ﹤0.01% 4445
2024
Q4 		$5K Hold
95
– – ﹤0.01% 4194
2024
Q3 		$5K Hold
95
– – ﹤0.01% 4093
2024
Q2 		$5K Hold
95
– – ﹤0.01% 3859
2024
Q1 		$5K Hold
95
– – ﹤0.01% 3649
2023
Q4 		$4K Sell
95
-1
-1% -$46 ﹤0.01% 3594
2023
Q3 		$4K Buy
96
+1
+1% +$46 ﹤0.01% 3554
2023
Q2 		$4K Hold
95
– – ﹤0.01% 3517
2023
Q1 		$4K Sell
95
-42
-31% -$1.86K ﹤0.01% 3380
2022
Q4 		$6K Hold
137
– – ﹤0.01% 3071
2022
Q3 		$6K Buy
+137
New +$6.78K ﹤0.01% 2963
2019
Q1 		– Sell
-1,084
Closed -$34K – 3029
2018
Q4 		$34K Buy
1,084
+950
+709% +$31.6K ﹤0.01% 975
2018
Q3 		$5K Sell
134
-113
-46% -$4.18K ﹤0.01% 1339
2018
Q2 		$9K Buy
+247
New +$9.12K ﹤0.01% 1030
2016
Q4 		– Sell
-1,667
Closed -$52K – 1122
2016
Q3 		$52K Buy
+1,667
New +$50.4K ﹤0.01% 414

Other funds holding EWT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares MSCI Taiwan ETF (EWT) position steady in Q1 2026 at 121 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4832.

Carson Wealth (CWM LLC) first reported a position in EWT in Q3 2016 and has held it in 19 quarters since. The position peaked at $52K in Q3 2016. 248 funds tracked by Wall St. Rank hold EWT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 121 shares of iShares MSCI Taiwan ETF worth $8.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares MSCI Taiwan ETF share count unchanged in Q1 2026.
  • iShares MSCI Taiwan ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4832 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Taiwan ETF in Q3 2016 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Taiwan ETF position peaked at $52K in Q3 2016.
  • 248 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q1 2026.

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