Carson Wealth (CWM LLC)
FEOE

Carson Wealth (CWM LLC)’s First Eagle Overseas Equity ETF FEOE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FEOE Stock Details FEOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.04M Buy
40,458
+33,258
+462% +$1.72M 0.01% 1185
2025
Q4 		$348K Buy
7,200
+450
+7% +$21.3K ﹤0.01% 2162
2025
Q3 		$311K Buy
6,750
+5,750
+575% +$251K ﹤0.01% 2104
2025
Q2 		$42K Buy
+1,000
New +$40.3K ﹤0.01% 3426

Other funds holding FEOE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Eagle Overseas Equity ETF (FEOE) stake by 462% in Q1 2026, buying an estimated $1.72M and bringing the position to 40,458 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #1185.

Carson Wealth (CWM LLC) first reported a position in FEOE in Q2 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold FEOE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40,458 shares of First Eagle Overseas Equity ETF worth $2.04M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 33,258 First Eagle Overseas Equity ETF shares in Q1 2026, an estimated $1.72M.
  • First Eagle Overseas Equity ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1185 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Eagle Overseas Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held First Eagle Overseas Equity ETF as of Q1 2026.

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