Carson Wealth (CWM LLC)’s iShares Global Industrials ETF EXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Sell	1,185 -48	-4%	-$9.06K	﹤0.01%	2685
2025 Q4	$216K	Buy	1,233 +48	+4%	+$8.32K	﹤0.01%	2506
2025 Q3	$205K	Hold	1,185	–	–	﹤0.01%	2422
2025 Q2	$196K	Hold	1,185	–	–	﹤0.01%	2191
2025 Q1	$172K	Hold	1,185	–	–	﹤0.01%	2031
2024 Q4	$167K	Buy	+1,185	New	+$175K	﹤0.01%	1947
2022 Q1	–	Sell	-15	Closed	-$2K	–	3618
2021 Q4	$2K	Buy	+15	New	+$1.83K	﹤0.01%	3116

Other funds holding EXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Global Industrials ETF (EXI) stake by 3.9% in Q1 2026, selling an estimated $9.06K and leaving 1,185 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

Carson Wealth (CWM LLC) first reported a position in EXI in Q4 2021 and has held it in 7 quarters since. The position peaked at $216K in Q4 2025. 123 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

Carson Wealth (CWM LLC) held 1,185 shares of iShares Global Industrials ETF worth $214K as of Q1 2026.
Carson Wealth (CWM LLC) sold 48 iShares Global Industrials ETF shares in Q1 2026, an estimated $9.06K.
iShares Global Industrials ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2685 holding.
Carson Wealth (CWM LLC) first reported a position in iShares Global Industrials ETF in Q4 2021 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s iShares Global Industrials ETF position peaked at $216K in Q4 2025.
123 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

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