Carson Wealth (CWM LLC)
EWZ icon

Carson Wealth (CWM LLC)’s iShares MSCI Brazil ETF EWZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.6K Buy
746
+395
+113% +$14.4K ﹤0.01% 4196
2025
Q4 		$11K Buy
351
+173
+97% +$5.47K ﹤0.01% 4493
2025
Q3 		$6K Sell
178
-619
-78% -$17.7K ﹤0.01% 4670
2025
Q2 		$23K Sell
797
-45
-5% -$1.21K ﹤0.01% 3818
2025
Q1 		$22K Hold
842
– – ﹤0.01% 3602
2024
Q4 		$19K Buy
842
+68
+9% +$1.82K ﹤0.01% 3468
2024
Q3 		$23K Sell
774
-2,028
-72% -$58.9K ﹤0.01% 3267
2024
Q2 		$77K Buy
2,802
+412
+17% +$12.5K ﹤0.01% 2162
2024
Q1 		$77K Buy
2,390
+1,775
+289% +$58.7K ﹤0.01% 2026
2023
Q4 		$22K Buy
+615
New +$19.9K ﹤0.01% 2716
2022
Q1 		– Sell
-9
Closed – – 3617
2021
Q4 		$0 Buy
+9
New +$270 ﹤0.01% 3534
2021
Q2 		$28K Hold
702
– – ﹤0.01% 1640
2021
Q1 		$28K Hold
702
– – ﹤0.01% 1640
2020
Q4 		$28K Hold
702
– – ﹤0.01% 1640
2020
Q3 		$28K Hold
702
– – ﹤0.01% 1640
2020
Q2 		$28K Hold
702
– – ﹤0.01% 1640
2020
Q1 		$28K Hold
702
– – ﹤0.01% 1640
2019
Q4 		$28K Hold
702
– – ﹤0.01% 1640
2019
Q3 		$28K Hold
702
– – ﹤0.01% 1640
2019
Q2 		$28K Hold
702
– – ﹤0.01% 1640
2019
Q1 		$28K Buy
702
+662
+1,655% +$28.5K ﹤0.01% 1640
2018
Q4 		$2K Hold
40
– – ﹤0.01% 1746
2018
Q3 		$1K Sell
40
-165
-80% -$5.55K ﹤0.01% 1655
2018
Q2 		$7K Buy
+205
New +$7.9K ﹤0.01% 1102

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares MSCI Brazil ETF (EWZ) stake by 113% in Q1 2026, buying an estimated $14.4K and bringing the position to 746 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4196.

Carson Wealth (CWM LLC) first reported a position in EWZ in Q2 2018 and has held it in 24 quarters since. The position peaked at $77K in Q2 2024. 413 funds tracked by Wall St. Rank hold EWZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 746 shares of iShares MSCI Brazil ETF worth $28.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 395 iShares MSCI Brazil ETF shares in Q1 2026, an estimated $14.4K.
  • iShares MSCI Brazil ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4196 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Brazil ETF in Q2 2018 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Brazil ETF position peaked at $77K in Q2 2024.
  • 413 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2026.

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