Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Frontier and Select EM ETF FM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-116
Closed -$3K – 5312
2024
Q2 		$3K Hold
116
– – ﹤0.01% 4145
2024
Q1 		$3K Hold
116
– – ﹤0.01% 3915
2023
Q4 		$3K Hold
116
– – ﹤0.01% 3766
2023
Q3 		$3K Hold
116
– – ﹤0.01% 3742
2023
Q2 		$3K Hold
116
– – ﹤0.01% 3736
2023
Q1 		$3K Hold
116
– – ﹤0.01% 3600
2022
Q4 		$3K Hold
116
– – ﹤0.01% 3488
2022
Q3 		$3K Hold
116
– – ﹤0.01% 3399
2022
Q2 		$3K Hold
116
– – ﹤0.01% 3284
2022
Q1 		$4K Hold
116
– – ﹤0.01% 2990
2021
Q4 		$4K Buy
+116
New +$4.06K ﹤0.01% 2926
2021
Q2 		$4K Hold
116
– – ﹤0.01% 2491
2021
Q1 		$4K Hold
116
– – ﹤0.01% 2491
2020
Q4 		$4K Hold
116
– – ﹤0.01% 2489
2020
Q3 		$4K Hold
116
– – ﹤0.01% 2489
2020
Q2 		$4K Hold
116
– – ﹤0.01% 2489
2020
Q1 		$4K Hold
116
– – ﹤0.01% 2489
2019
Q4 		$4K Hold
116
– – ﹤0.01% 2487
2019
Q3 		$4K Hold
116
– – ﹤0.01% 2487
2019
Q2 		$4K Hold
116
– – ﹤0.01% 2486
2019
Q1 		$4K Sell
116
-237
-67% -$6.69K ﹤0.01% 2482
2018
Q4 		$9K Buy
353
+79
+29% +$2.15K ﹤0.01% 1393
2018
Q3 		$8K Buy
274
+69
+34% +$1.98K ﹤0.01% 1238
2018
Q2 		$6K Sell
205
-25
-11% -$805 ﹤0.01% 1172
2018
Q1 		$8K Buy
+230
New +$8K ﹤0.01% 917

Other funds holding FM

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Man Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $179M AUM 23.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FM Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of iShares Frontier and Select EM ETF (FM) in Q3 2024, closing a stake of 116 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in FM in Q1 2018 and held it in 25 quarters. The position peaked at $9K in Q4 2018. 78 funds tracked by Wall St. Rank hold FM as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining iShares Frontier and Select EM ETF position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 116 iShares Frontier and Select EM ETF shares in Q3 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Frontier and Select EM ETF in Q1 2018 and held it in 25 quarters.
  • Carson Wealth (CWM LLC)'s iShares Frontier and Select EM ETF position peaked at $9K in Q4 2018.
  • 78 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.