Carson Wealth (CWM LLC)
FENI icon

Carson Wealth (CWM LLC)’s Fidelity Enhanced International ETF FENI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FENI Stock Details FENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.8M Buy
75,179
+34,429
+84% +$1.32M 0.01% 1054
2025
Q4 		$1.49M Buy
40,750
+3,129
+8% +$112K ﹤0.01% 1289
2025
Q3 		$1.33M Buy
37,621
+21,434
+132% +$730K ﹤0.01% 1261
2025
Q2 		$538K Buy
16,187
+1,787
+12% +$55.9K ﹤0.01% 1558
2025
Q1 		$429K Buy
14,400
+7,916
+122% +$233K ﹤0.01% 1516
2024
Q4 		$179K Sell
6,484
-7,803
-55% -$224K ﹤0.01% 1897
2024
Q3 		$433K Buy
14,287
+13,991
+4,727% +$407K ﹤0.01% 1378
2024
Q2 		$8K Buy
296
+260
+722% +$7.41K ﹤0.01% 3656
2024
Q1 		$1K Sell
36
-426
-92% -$11.6K ﹤0.01% 4135
2023
Q4 		$12K Buy
+462
New +$11.8K ﹤0.01% 3074

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity Enhanced International ETF (FENI) stake by 84% in Q1 2026, buying an estimated $1.32M and bringing the position to 75,179 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #1054.

Carson Wealth (CWM LLC) first reported a position in FENI in Q4 2023 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold FENI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 75,179 shares of Fidelity Enhanced International ETF worth $2.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 34,429 Fidelity Enhanced International ETF shares in Q1 2026, an estimated $1.32M.
  • Fidelity Enhanced International ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1054 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Enhanced International ETF in Q4 2023 and has held it in 10 quarters since.
  • 389 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q1 2026.

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