Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EWX Stock Details EWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$131K Sell
1,987
-341
-15% -$23K ﹤0.01% 3048
2025
Q4 		$153K Sell
2,328
-418
-15% -$27.8K ﹤0.01% 2765
2025
Q3 		$185K Buy
2,746
+754
+38% +$49.1K ﹤0.01% 2507
2025
Q2 		$124K Hold
1,992
– – ﹤0.01% 2538
2025
Q1 		$113K Buy
1,992
+859
+76% +$49.7K ﹤0.01% 2339
2024
Q4 		$66K Buy
1,133
+976
+622% +$59.6K ﹤0.01% 2584
2024
Q3 		$10K Buy
157
+129
+461% +$7.51K ﹤0.01% 3777
2024
Q2 		$2K Sell
28
-148
-84% -$8.49K ﹤0.01% 4197
2024
Q1 		$10K Buy
+176
New +$9.75K ﹤0.01% 3320
2023
Q4 		– Sell
-10
Closed -$1K – 4238
2023
Q3 		$1K Buy
+10
New +$538 ﹤0.01% 3974
2019
Q1 		– Sell
-619
Closed -$25K – 3030
2018
Q4 		$25K Hold
619
– – ﹤0.01% 1069
2018
Q3 		$28K Sell
619
-124
-17% -$5.77K ﹤0.01% 876
2018
Q2 		$35K Buy
743
+659
+785% +$33.4K ﹤0.01% 707
2018
Q1 		$4K Buy
+84
New +$4.46K ﹤0.01% 1044

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 15% in Q1 2026, selling an estimated $23K and leaving 1,987 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Carson Wealth (CWM LLC) first reported a position in EWX in Q1 2018 and has held it in 14 quarters since. The position peaked at $185K in Q3 2025. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,987 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $131K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 341 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $23K.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3048 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2018 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $185K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

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