Carson Wealth (CWM LLC)
EWW icon

Carson Wealth (CWM LLC)’s iShares MSCI Mexico ETF EWW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EWW Stock Details EWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.8K Hold
249
– – ﹤0.01% 4450
2025
Q4 		$17K Sell
249
-217
-47% -$14.7K ﹤0.01% 4256
2025
Q3 		$32K Buy
466
+221
+90% +$13.8K ﹤0.01% 3836
2025
Q2 		$15K Sell
245
-185
-43% -$10.7K ﹤0.01% 4076
2025
Q1 		$22K Sell
430
-87
-17% -$4.39K ﹤0.01% 3601
2024
Q4 		$24K Buy
517
+155
+43% +$7.99K ﹤0.01% 3311
2024
Q3 		$19K Sell
362
-242
-40% -$13.5K ﹤0.01% 3388
2024
Q2 		$34K Buy
604
+89
+17% +$5.71K ﹤0.01% 2749
2024
Q1 		$36K Buy
515
+200
+63% +$13.3K ﹤0.01% 2515
2023
Q4 		$21K Buy
315
+4
+1% +$242 ﹤0.01% 2740
2023
Q3 		$18K Hold
311
– – ﹤0.01% 2741
2023
Q2 		$19K Buy
311
+227
+270% +$13.9K ﹤0.01% 2667
2023
Q1 		$5K Hold
84
– – ﹤0.01% 3280
2022
Q4 		$4K Hold
84
– – ﹤0.01% 3287
2022
Q3 		$4K Hold
84
– – ﹤0.01% 3165
2022
Q2 		$4K Hold
84
– – ﹤0.01% 3073
2022
Q1 		$5K Hold
84
– – ﹤0.01% 2824
2021
Q4 		$4K Buy
+84
New +$4.06K ﹤0.01% 2818
2021
Q2 		$4K Hold
84
– – ﹤0.01% 2424
2021
Q1 		$4K Hold
84
– – ﹤0.01% 2424
2020
Q4 		$4K Hold
84
– – ﹤0.01% 2423
2020
Q3 		$4K Hold
84
– – ﹤0.01% 2423
2020
Q2 		$4K Hold
84
– – ﹤0.01% 2423
2020
Q1 		$4K Hold
84
– – ﹤0.01% 2423
2019
Q4 		$4K Hold
84
– – ﹤0.01% 2422
2019
Q3 		$4K Hold
84
– – ﹤0.01% 2422
2019
Q2 		$4K Hold
84
– – ﹤0.01% 2422
2019
Q1 		$4K Sell
84
-113
-57% -$4.96K ﹤0.01% 2422
2018
Q4 		$8K Hold
197
– – ﹤0.01% 1405
2018
Q3 		$10K Buy
+197
New +$9.98K ﹤0.01% 1148
2014
Q1 		– Sell
-990
Closed -$67K – 260
2013
Q4 		$67K Buy
990
+27
+3% +$1.77K 0.01% 232
2013
Q3 		$62K Buy
+963
New +$63.5K 0.02% 173

Other funds holding EWW

MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares MSCI Mexico ETF (EWW) position steady in Q1 2026 at 249 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4450.

Carson Wealth (CWM LLC) first reported a position in EWW in Q3 2013 and has held it in 32 quarters since. The position peaked at $67K in Q4 2013. 254 funds tracked by Wall St. Rank hold EWW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 249 shares of iShares MSCI Mexico ETF worth $18.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares MSCI Mexico ETF share count unchanged in Q1 2026.
  • iShares MSCI Mexico ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4450 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Mexico ETF in Q3 2013 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Mexico ETF position peaked at $67K in Q4 2013.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2026.

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